+2,657.3%
GEN vs RY
+11,573.6%
-8,916.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -1.9% |
| 7D | -1.2% | +3.1% | -4.3% | -2.5% |
| 30D | +10.1% | -0.3% | +10.5% | +10.2% |
| 3M | +16.1% | +8.7% | +7.4% | +11.7% |
| 6M | +38.9% | +28.5% | +10.3% | +24.0% |
| YTD | +14.4% | +25.1% | -10.7% | +3.3% |
| 1Y | +5.9% | +46.3% | -40.4% | -10.7% |
| 3Y | +58.8% | +154.9% | -96.1% | +4.9% |
| 5Y | +24.7% | +140.3% | -115.6% | -15.9% |
| 10Y | +163.1% | +377.0% | -214.0% | +28.3% |
| All | +2,657.3% | +11,573.6% | -8,916.4% | +431.7% |
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