+603.7%
ABBV vs RY
+367.8%
+235.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.1% |
| 7D | +1.5% | -0.2% | +1.7% | +1.6% |
| 30D | +6.7% | +7.1% | -0.3% | +3.9% |
| 3M | +19.9% | -2.7% | +22.6% | +21.0% |
| 6M | +47.5% | +13.8% | +33.7% | +39.3% |
| YTD | +32.2% | +22.1% | +10.1% | +21.0% |
| 1Y | +37.8% | +43.1% | -5.2% | +18.0% |
| 3Y | +134.8% | +163.6% | -28.9% | +53.1% |
| 5Y | +203.0% | +126.2% | +76.8% | +108.3% |
| 10Y | +603.7% | +358.7% | +245.0% | +252.1% |
| All | +603.7% | +367.8% | +235.9% | +252.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling