+10,399.1%
DGX vs RY
+7,494.9%
+2,904.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +0.9% |
| 7D | +4.6% | -0.6% | +5.2% | +4.8% |
| 30D | +11.9% | +6.1% | +5.8% | +9.9% |
| 3M | +9.2% | -3.4% | +12.5% | +10.2% |
| 6M | +39.0% | +12.8% | +26.2% | +33.6% |
| YTD | +51.4% | +21.0% | +30.4% | +42.1% |
| 1Y | +42.6% | +40.5% | +2.1% | +27.7% |
| 3Y | +105.9% | +159.9% | -54.0% | +51.7% |
| 5Y | +96.6% | +125.0% | -28.4% | +50.1% |
| 10Y | +286.0% | +350.6% | -64.6% | +135.5% |
| All | +10,399.1% | +7,494.9% | +2,904.2% | +3,124.2% |
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