+155.4%
GEN vs RY
+355.6%
-200.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +1.9% |
| 7D | -0.8% | -3.0% | +2.2% | +0.5% |
| 30D | +31.2% | +6.3% | +25.0% | +27.8% |
| 3M | +6.1% | -2.6% | +8.7% | +7.2% |
| 6M | +38.1% | +13.9% | +24.2% | +30.0% |
| YTD | +14.4% | +21.7% | -7.3% | +4.4% |
| 1Y | +15.1% | +40.4% | -25.3% | -1.4% |
| 3Y | +68.5% | +161.3% | -92.8% | +10.3% |
| 5Y | +35.8% | +126.5% | -90.6% | -6.3% |
| 10Y | +155.4% | +354.3% | -198.9% | +41.6% |
| All | +155.4% | +355.6% | -200.2% | +41.6% |
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