+112.7%
ADI vs RY
+159.8%
-47.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.2% |
| 7D | +0.4% | +3.1% | -2.7% | -2.1% |
| 30D | -3.8% | -0.3% | -3.5% | -3.6% |
| 3M | -15.3% | +8.7% | -23.9% | -20.9% |
| 6M | +6.7% | +28.5% | -21.8% | -13.5% |
| YTD | +34.8% | +25.1% | +9.7% | +11.3% |
| 1Y | +49.0% | +46.3% | +2.7% | +7.8% |
| All | +112.7% | +159.8% | -47.1% | -0.2% |
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