+15.1%
GEN vs RY
+41.1%
-26.0%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +1.9% |
| 7D | -0.8% | -3.0% | +2.2% | +0.2% |
| 30D | +31.2% | +6.3% | +24.9% | +28.9% |
| 3M | +6.1% | -2.6% | +8.7% | +6.7% |
| 6M | +38.1% | +13.9% | +24.2% | +31.4% |
| YTD | +14.4% | +21.7% | -7.3% | +5.7% |
| 1Y | +15.1% | +40.4% | -25.3% | -2.8% |
| All | +15.1% | +41.1% | -26.0% | -2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling