+2,566.3%
DELL vs RY
+354.4%
+2,211.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.3% |
| 7D | -18.1% | -0.6% | -17.5% | -17.7% |
| 30D | -42.9% | +6.1% | -49.0% | -45.5% |
| 3M | -26.9% | -3.4% | -23.5% | -24.6% |
| 6M | +28.8% | +12.8% | +16.0% | +17.9% |
| YTD | +168.4% | +21.0% | +147.4% | +133.1% |
| 1Y | +136.8% | +40.5% | +96.4% | +83.6% |
| 3Y | +375.3% | +159.9% | +215.5% | +130.2% |
| 5Y | +551.0% | +125.0% | +426.0% | +250.4% |
| 10Y | +2,566.3% | +350.6% | +2,215.7% | +901.6% |
| All | +2,566.3% | +354.4% | +2,211.9% | +901.6% |
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