+40.7%
ABBV vs RY
+46.4%
-5.7%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.0% | +0.1% | +2.9% |
| 7D | +3.1% | +2.5% | +0.6% | +3.0% |
| 30D | +11.6% | +8.4% | +3.2% | +11.3% |
| 3M | +21.7% | +1.2% | +20.4% | +21.4% |
| 6M | +43.5% | +19.4% | +24.2% | +38.4% |
| YTD | +32.9% | +25.4% | +7.5% | +24.9% |
| 1Y | +40.7% | +46.7% | -6.0% | +17.0% |
| All | +40.7% | +46.4% | -5.7% | +17.0% |
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