+85.7%
MET vs RY
+123.4%
-37.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +0.9% | +0.9% |
| 7D | +4.5% | +0.6% | +3.9% | +4.0% |
| 30D | +3.5% | +5.0% | -1.5% | -0.3% |
| 3M | +5.9% | -5.3% | +11.2% | +10.4% |
| 6M | +33.1% | +13.8% | +19.2% | +19.4% |
| YTD | +33.6% | +21.0% | +12.6% | +14.0% |
| 1Y | +32.7% | +40.5% | -7.8% | +0.2% |
| 3Y | +85.0% | +159.7% | -74.6% | -16.5% |
| All | +85.7% | +123.4% | -37.7% | -5.5% |
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