+42.6%
DGX vs RY
+41.3%
+1.3%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +1.1% |
| 7D | +4.6% | -0.6% | +5.2% | +4.7% |
| 30D | +11.9% | +6.1% | +5.8% | +12.0% |
| 3M | +9.2% | -3.4% | +12.5% | +8.9% |
| 6M | +39.0% | +12.8% | +26.2% | +38.3% |
| YTD | +51.4% | +21.0% | +30.4% | +49.9% |
| 1Y | +42.6% | +40.5% | +2.1% | +34.1% |
| All | +42.6% | +41.3% | +1.3% | +34.1% |
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