+346.9%
DELL vs RY
+45.1%
+301.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +1.3% |
| 7D | +8.7% | -0.5% | +9.3% | +9.3% |
| 30D | +16.9% | -1.9% | +18.8% | +19.3% |
| 3M | +40.4% | +5.1% | +35.3% | +36.1% |
| 6M | +267.1% | +28.2% | +238.9% | +203.0% |
| YTD | +329.1% | +22.9% | +306.2% | +267.7% |
| 1Y | +346.9% | +45.5% | +301.4% | +232.4% |
| All | +346.9% | +45.1% | +301.8% | +232.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling