+4,681.2%
DELL vs RY
+382.3%
+4,298.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +2.0% |
| 7D | +14.9% | +3.1% | +11.8% | +12.5% |
| 30D | +13.3% | -0.3% | +13.6% | +14.0% |
| 3M | +24.4% | +8.7% | +15.7% | +17.2% |
| 6M | +258.0% | +28.5% | +229.5% | +196.8% |
| YTD | +320.2% | +25.1% | +295.1% | +255.7% |
| 1Y | +319.1% | +46.3% | +272.8% | +215.1% |
| 3Y | +706.5% | +154.9% | +551.6% | +296.1% |
| 5Y | +1,071.9% | +140.3% | +931.6% | +501.4% |
| 10Y | +4,683.5% | +377.0% | +4,306.4% | +1,562.4% |
| All | +4,681.2% | +382.3% | +4,298.9% | +1,554.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling