+2,154.8%
GNRC vs RY
+622.3%
+1,532.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | +7.9% | +0.6% | +7.3% | +7.5% |
| 30D | -3.7% | +5.0% | -8.7% | -7.5% |
| 3M | -11.9% | -5.3% | -6.6% | -8.0% |
| 6M | -28.6% | +13.8% | -42.4% | -35.9% |
| YTD | +39.9% | +21.0% | +18.9% | +19.5% |
| 1Y | +23.4% | +40.5% | -17.1% | -6.5% |
| 3Y | +84.2% | +159.7% | -75.4% | -14.9% |
| 5Y | -57.3% | +124.3% | -181.6% | -77.4% |
| 10Y | +376.8% | +351.6% | +25.2% | +50.1% |
| All | +2,154.8% | +622.3% | +1,532.5% | +408.1% |
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