+14.7%
GTLB vs RY
+46.1%
-31.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.0% |
| 7D | +11.1% | +3.1% | +7.9% | +11.2% |
| 30D | +37.8% | -0.3% | +38.1% | +37.5% |
| 3M | +61.6% | +8.7% | +52.9% | +60.1% |
| 6M | +98.9% | +28.5% | +70.4% | +92.6% |
| YTD | +32.8% | +25.1% | +7.7% | +29.7% |
| 1Y | +14.7% | +46.3% | -31.6% | +11.4% |
| All | +14.7% | +46.1% | -31.4% | +11.4% |
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 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