+157.5%
GEN vs RY
+373.9%
-216.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -1.9% |
| 7D | -1.2% | +3.1% | -4.3% | -2.5% |
| 30D | +10.1% | -0.3% | +10.5% | +10.2% |
| 3M | +16.1% | +8.7% | +7.4% | +11.7% |
| 6M | +38.9% | +28.5% | +10.3% | +23.8% |
| YTD | +14.4% | +25.1% | -10.7% | +3.2% |
| 1Y | +5.9% | +46.3% | -40.4% | -11.0% |
| 3Y | +58.8% | +154.9% | -96.1% | +4.6% |
| 5Y | +24.7% | +140.3% | -115.6% | -16.1% |
| All | +157.5% | +373.9% | -216.5% | +33.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling