+23.4%
MET vs RY
+45.9%
-22.5%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -1.7% |
| 7D | +1.1% | +2.7% | -1.6% | -0.5% |
| 30D | -2.3% | -1.0% | -1.3% | -1.7% |
| 3M | +13.9% | +7.6% | +6.2% | +7.3% |
| 6M | +34.8% | +29.5% | +5.3% | +10.4% |
| YTD | +23.5% | +24.2% | -0.6% | +3.8% |
| 1Y | +23.4% | +46.4% | -23.0% | -8.5% |
| All | +23.4% | +45.9% | -22.5% | -8.5% |
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