+151.3%
B vs RY
+11,266.1%
-11,114.8%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.4% | +1.3% |
| 7D | +4.3% | -1.1% | +5.4% | +4.7% |
| 30D | -0.9% | +4.4% | -5.4% | -2.1% |
| 3M | -1.4% | -2.9% | +1.6% | -0.5% |
| 6M | +5.0% | +15.6% | -10.5% | +0.9% |
| YTD | -5.8% | +21.8% | -27.7% | -10.7% |
| 1Y | +25.6% | +42.6% | -17.0% | +14.2% |
| 3Y | +161.6% | +160.9% | +0.7% | +102.5% |
| 5Y | +135.2% | +126.1% | +9.1% | +88.1% |
| 10Y | +170.7% | +371.7% | -201.0% | +75.7% |
| All | +151.3% | +11,266.1% | -11,114.8% | -1.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling