+65.5%
A vs RY
+160.3%
-94.7%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | -0.5% | +0.6% | -1.0% | -0.7% |
| 30D | 0.0% | +5.0% | -5.1% | -2.6% |
| 3M | +16.7% | -5.3% | +22.0% | +20.0% |
| 6M | +54.8% | +13.8% | +41.0% | +42.3% |
| YTD | +28.8% | +21.0% | +7.9% | +14.0% |
| 1Y | +19.3% | +40.5% | -21.2% | -3.8% |
| 3Y | +65.5% | +159.7% | -94.1% | -0.3% |
| All | +65.5% | +160.3% | -94.7% | -0.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling