-10.2%
ADSK vs RY
+46.4%
-56.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +3.0% | +4.0% | +7.0% |
| 7D | +11.4% | +2.5% | +9.0% | +11.4% |
| 30D | +21.9% | +8.4% | +13.5% | +22.2% |
| 3M | +13.9% | +1.2% | +12.6% | +13.6% |
| 6M | +9.1% | +19.4% | -10.3% | +6.7% |
| YTD | -8.8% | +25.4% | -34.2% | -11.6% |
| 1Y | -10.2% | +46.7% | -56.9% | -20.3% |
| All | -10.2% | +46.4% | -56.6% | -20.3% |
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