-28.0%
ADBE vs RY
+41.3%
-69.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.0% |
| 7D | -3.8% | -0.6% | -3.3% | -3.8% |
| 30D | -2.3% | +6.1% | -8.4% | -1.5% |
| 3M | -13.3% | -3.4% | -9.9% | -13.8% |
| 6M | -6.5% | +12.8% | -19.2% | -7.6% |
| YTD | -32.4% | +21.0% | -53.4% | -33.9% |
| 1Y | -28.0% | +40.5% | -68.5% | -38.3% |
| All | -28.0% | +41.3% | -69.3% | -38.3% |
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 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