+73.3%
D vs RY
+155.6%
-82.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -1.0% |
| 7D | +3.0% | -0.9% | +3.9% | +3.3% |
| 30D | +11.5% | +5.9% | +5.6% | +9.2% |
| 3M | +3.7% | -4.3% | +8.0% | +5.2% |
| 6M | +13.5% | +12.1% | +1.4% | +8.2% |
| YTD | +20.7% | +20.3% | +0.5% | +11.9% |
| 1Y | +18.2% | +41.0% | -22.8% | +2.2% |
| 3Y | +73.3% | +157.5% | -84.2% | +13.3% |
| All | +73.3% | +155.6% | -82.3% | +13.3% |
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