+2,876.0%
DELL vs RY
+351.8%
+2,524.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.3% |
| 7D | +17.1% | -0.5% | +17.7% | +17.7% |
| 30D | -35.1% | +4.7% | -39.8% | -37.3% |
| 3M | -23.3% | -4.5% | -18.8% | -20.2% |
| 6M | +55.8% | +12.5% | +43.3% | +43.1% |
| YTD | +198.0% | +21.1% | +176.8% | +158.7% |
| 1Y | +166.6% | +38.6% | +127.9% | +108.9% |
| 3Y | +427.6% | +160.2% | +267.5% | +155.5% |
| 5Y | +630.6% | +124.7% | +505.9% | +294.0% |
| All | +2,876.0% | +351.8% | +2,524.1% | +1,020.3% |
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 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