+33.3%
GEN vs RY
+123.9%
-90.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.4% |
| 7D | +1.0% | -0.6% | +1.6% | +1.4% |
| 30D | +29.1% | +6.1% | +22.9% | +25.0% |
| 3M | +2.9% | -3.4% | +6.3% | +4.8% |
| 6M | +33.6% | +12.8% | +20.8% | +24.1% |
| YTD | +12.0% | +21.0% | -9.0% | -0.3% |
| 1Y | +16.2% | +40.5% | -24.3% | -5.5% |
| 3Y | +65.1% | +159.9% | -94.8% | -6.9% |
| 5Y | +33.3% | +125.0% | -91.7% | -18.3% |
| All | +33.3% | +123.9% | -90.6% | -18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling