-56.8%
GNRC vs RY
+125.1%
-182.0%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.1% | -0.1% |
| 7D | +11.9% | -0.5% | +12.5% | +12.7% |
| 30D | -10.0% | +4.7% | -14.7% | -14.3% |
| 3M | -13.1% | -4.5% | -8.6% | -8.9% |
| 6M | -28.5% | +12.5% | -41.0% | -37.3% |
| YTD | +41.4% | +21.1% | +20.3% | +14.1% |
| 1Y | +18.8% | +38.6% | -19.9% | -17.2% |
| 3Y | +86.3% | +160.2% | -73.9% | -38.3% |
| 5Y | -56.8% | +124.7% | -181.5% | -82.8% |
| All | -56.8% | +125.1% | -182.0% | -82.8% |
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