+186.7%
B vs RY
+360.6%
-173.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +1.0% |
| 7D | +9.6% | -0.9% | +10.5% | +10.0% |
| 30D | +3.5% | +5.9% | -2.3% | +1.5% |
| 3M | -1.6% | -4.3% | +2.7% | 0.0% |
| 6M | -1.7% | +12.1% | -13.8% | -5.6% |
| YTD | -5.3% | +20.3% | -25.6% | -11.2% |
| 1Y | +27.2% | +41.0% | -13.8% | +13.3% |
| 3Y | +166.1% | +157.5% | +8.6% | +97.5% |
| 5Y | +136.5% | +123.2% | +13.3% | +80.7% |
| All | +186.7% | +360.6% | -173.9% | +87.8% |
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