+2,652.8%
GEN vs RY
+11,266.1%
-8,613.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +1.9% | +0.3% |
| 7D | +8.5% | -1.1% | +9.6% | +9.0% |
| 30D | +34.2% | +4.4% | +29.8% | +31.7% |
| 3M | +10.0% | -2.9% | +12.9% | +11.3% |
| 6M | +56.8% | +15.6% | +41.2% | +46.7% |
| YTD | +14.2% | +21.8% | -7.6% | +4.4% |
| 1Y | +20.8% | +42.6% | -21.8% | +3.0% |
| 3Y | +84.1% | +160.9% | -76.8% | +20.5% |
| 5Y | +37.1% | +126.1% | -89.0% | -5.0% |
| 10Y | +171.5% | +371.7% | -200.2% | +33.1% |
| All | +2,652.8% | +11,266.1% | -8,613.3% | +437.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling