+18.5%
GRMN vs RY
+46.1%
-27.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.3% |
| 7D | -2.9% | +3.1% | -6.0% | -4.4% |
| 30D | -8.4% | -0.3% | -8.1% | -8.3% |
| 3M | +15.0% | +8.7% | +6.3% | +6.4% |
| 6M | +11.2% | +28.5% | -17.3% | -11.6% |
| YTD | +37.7% | +25.1% | +12.6% | +11.3% |
| 1Y | +18.5% | +46.3% | -27.8% | -18.2% |
| All | +18.5% | +46.1% | -27.6% | -18.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling