+65.1%
GNRC vs RY
+159.6%
-94.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +2.2% |
| 7D | +4.8% | +2.7% | +2.1% | +2.4% |
| 30D | -10.4% | -1.0% | -9.4% | -9.7% |
| 3M | -28.5% | +7.6% | -36.1% | -33.2% |
| 6M | -6.8% | +29.5% | -36.2% | -26.3% |
| YTD | +39.5% | +24.2% | +15.3% | +14.0% |
| 1Y | +3.4% | +46.4% | -43.0% | -26.9% |
| 3Y | +65.1% | +159.4% | -94.3% | -35.4% |
| All | +65.1% | +159.6% | -94.4% | -35.4% |
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