+86.4%
MET vs RY
+140.8%
-54.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.1% |
| 7D | +1.2% | +3.1% | -2.0% | -1.3% |
| 30D | +1.4% | -0.3% | +1.7% | +1.6% |
| 3M | +17.7% | +8.7% | +9.0% | +9.6% |
| 6M | +35.0% | +28.5% | +6.5% | +9.7% |
| YTD | +26.3% | +25.1% | +1.2% | +4.7% |
| 1Y | +22.8% | +46.3% | -23.5% | -10.5% |
| 3Y | +65.9% | +154.9% | -89.0% | -24.7% |
| All | +86.4% | +140.8% | -54.4% | -12.5% |
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 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