+81.0%
GEN vs RY
+155.6%
-74.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.4% | -2.0% |
| 7D | +2.3% | -0.9% | +3.2% | +2.8% |
| 30D | +33.1% | +5.9% | +27.2% | +29.2% |
| 3M | +6.5% | -4.3% | +10.7% | +8.8% |
| 6M | +53.8% | +12.1% | +41.7% | +43.4% |
| YTD | +11.2% | +20.3% | -9.0% | -0.7% |
| 1Y | +19.4% | +41.0% | -21.6% | -3.5% |
| 3Y | +81.0% | +157.5% | -76.5% | +10.4% |
| All | +81.0% | +155.6% | -74.5% | +10.4% |
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