-59.6%
ADBE vs RY
+160.7%
-220.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | -3.2% | -0.5% | -2.7% | -3.1% |
| 30D | +1.0% | +4.7% | -3.8% | -0.3% |
| 3M | -7.8% | -4.5% | -3.3% | -6.7% |
| 6M | -1.0% | +12.5% | -13.5% | -5.8% |
| YTD | -31.8% | +21.1% | -53.0% | -37.2% |
| 1Y | -29.2% | +38.6% | -67.9% | -38.8% |
| All | -59.6% | +160.7% | -220.3% | -67.9% |
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