+145.3%
DAL vs RY
+373.9%
-228.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.6% |
| 7D | +0.1% | +3.1% | -3.0% | -3.3% |
| 30D | -13.9% | -0.3% | -13.6% | -13.7% |
| 3M | +1.1% | +8.7% | -7.6% | -8.3% |
| 6M | +26.2% | +28.5% | -2.3% | -5.3% |
| YTD | +16.4% | +25.1% | -8.7% | -9.9% |
| 1Y | +33.9% | +46.3% | -12.4% | -13.4% |
| 3Y | +93.4% | +154.9% | -61.6% | -33.8% |
| 5Y | +106.4% | +140.3% | -33.9% | -24.7% |
| All | +145.3% | +373.9% | -228.7% | -52.7% |
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