+16.5%
GEHC vs RY
+155.6%
-139.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.4% | -0.9% |
| 7D | +7.6% | -0.9% | +8.5% | +8.3% |
| 30D | +27.5% | +5.9% | +21.6% | +23.4% |
| 3M | +17.2% | -4.3% | +21.5% | +20.2% |
| 6M | +33.6% | +12.1% | +21.5% | +21.5% |
| YTD | +0.6% | +20.3% | -19.6% | -13.0% |
| 1Y | +11.3% | +41.0% | -29.7% | -14.0% |
| 3Y | +16.5% | +157.5% | -141.0% | -42.2% |
| All | +16.5% | +155.6% | -139.1% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded RY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling