-59.7%
ADBE vs RY
+140.8%
-200.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -6.0% | -6.4% |
| 7D | -8.6% | +3.1% | -11.7% | -10.0% |
| 30D | +2.8% | -0.3% | +3.1% | +2.8% |
| 3M | +3.1% | +8.7% | -5.5% | -2.1% |
| 6M | -2.4% | +28.5% | -31.0% | -16.1% |
| YTD | -23.9% | +25.1% | -49.0% | -33.7% |
| 1Y | -22.6% | +46.3% | -68.9% | -38.9% |
| 3Y | -52.7% | +154.9% | -207.6% | -74.2% |
| All | -59.7% | +140.8% | -200.5% | -77.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling