+216.1%
C vs RY
+160.5%
+55.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.6% | +2.1% | +2.1% |
| 7D | -0.4% | -0.6% | +0.2% | +0.2% |
| 30D | -5.2% | +6.1% | -11.3% | -10.0% |
| 3M | -9.1% | -3.4% | -5.7% | -6.2% |
| 6M | -1.6% | +12.8% | -14.4% | -11.8% |
| YTD | +6.9% | +21.0% | -14.1% | -9.9% |
| 1Y | +23.0% | +40.5% | -17.5% | -8.5% |
| 3Y | +216.1% | +159.9% | +56.3% | +46.8% |
| All | +216.1% | +160.5% | +55.6% | +46.8% |
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 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