+34.0%
DGX vs RY
+46.1%
-12.1%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -1.0% |
| 7D | -2.3% | +3.1% | -5.4% | -2.3% |
| 30D | +0.6% | -0.3% | +0.9% | +0.4% |
| 3M | +21.4% | +8.7% | +12.7% | +20.6% |
| 6M | +14.7% | +28.5% | -13.8% | +13.3% |
| YTD | +38.4% | +25.1% | +13.3% | +36.3% |
| 1Y | +34.0% | +46.3% | -12.3% | +26.1% |
| All | +34.0% | +46.1% | -12.1% | +26.1% |
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