+3,340.7%
DLR vs RY
+1,662.1%
+1,678.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.5% |
| 7D | -3.6% | -0.9% | -2.7% | -3.1% |
| 30D | -3.5% | +5.9% | -9.3% | -6.6% |
| 3M | -8.9% | -4.3% | -4.6% | -6.5% |
| 6M | -11.6% | +12.1% | -23.7% | -17.4% |
| YTD | +14.9% | +20.3% | -5.4% | +2.8% |
| 1Y | +6.4% | +41.0% | -34.6% | -13.3% |
| 3Y | +47.3% | +157.5% | -110.3% | -16.6% |
| 5Y | +32.8% | +123.2% | -90.4% | -18.7% |
| 10Y | +169.6% | +365.7% | -196.1% | +1.2% |
| All | +3,340.7% | +1,662.1% | +1,678.6% | +634.6% |
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