+166.1%
B vs RY
+155.6%
+10.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +1.5% |
| 7D | +9.6% | -0.9% | +10.5% | +10.3% |
| 30D | +3.5% | +5.9% | -2.3% | -0.4% |
| 3M | -1.6% | -4.3% | +2.7% | +1.3% |
| 6M | -1.7% | +12.1% | -13.8% | -9.8% |
| YTD | -5.3% | +20.3% | -25.6% | -17.4% |
| 1Y | +27.2% | +41.0% | -13.8% | +0.7% |
| 3Y | +166.1% | +157.5% | +8.6% | +39.0% |
| All | +166.1% | +155.6% | +10.5% | +39.0% |
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