+369.0%
ALL vs RY
+355.6%
+13.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.1% | +0.1% |
| 7D | -2.6% | -3.0% | +0.4% | -0.8% |
| 30D | +12.7% | +6.3% | +6.5% | +8.6% |
| 3M | +0.4% | -2.6% | +3.0% | +1.8% |
| 6M | +23.8% | +13.9% | +9.9% | +13.1% |
| YTD | +27.8% | +21.7% | +6.1% | +11.3% |
| 1Y | +28.9% | +40.4% | -11.6% | +2.0% |
| 3Y | +113.9% | +161.3% | -47.5% | +9.1% |
| 5Y | +157.4% | +126.5% | +30.9% | +43.8% |
| 10Y | +369.0% | +354.3% | +14.6% | +85.8% |
| All | +369.0% | +355.6% | +13.3% | +85.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling