+324.3%
DOCN vs RY
+154.9%
+169.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.5% | +3.6% |
| 7D | +1.1% | +3.1% | -2.0% | -2.3% |
| 30D | -9.6% | -0.3% | -9.3% | -9.1% |
| 3M | -37.7% | +8.7% | -46.4% | -43.0% |
| 6M | +115.2% | +28.5% | +86.7% | +62.3% |
| YTD | +133.7% | +25.1% | +108.6% | +81.2% |
| 1Y | +250.2% | +46.3% | +203.9% | +125.7% |
| All | +324.3% | +154.9% | +169.4% | +40.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling