+9,498.1%
DGX vs RY
+7,752.1%
+1,746.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | -2.3% | +3.1% | -5.4% | -3.2% |
| 30D | +0.6% | -0.3% | +0.9% | +0.6% |
| 3M | +21.4% | +8.7% | +12.7% | +18.1% |
| 6M | +14.7% | +28.5% | -13.8% | +5.9% |
| YTD | +38.4% | +25.1% | +13.3% | +28.7% |
| 1Y | +34.0% | +46.3% | -12.3% | +18.6% |
| 3Y | +92.7% | +154.9% | -62.2% | +42.7% |
| 5Y | +67.7% | +140.3% | -72.6% | +25.5% |
| 10Y | +248.0% | +377.0% | -129.0% | +108.8% |
| All | +9,498.1% | +7,752.1% | +1,746.0% | +2,818.9% |
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