+60.1%
DOCN vs RY
+140.8%
-80.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.5% | +3.6% |
| 7D | +1.1% | +3.1% | -2.0% | -2.6% |
| 30D | -9.6% | -0.3% | -9.3% | -9.1% |
| 3M | -37.7% | +8.7% | -46.4% | -43.5% |
| 6M | +115.2% | +28.5% | +86.7% | +59.0% |
| YTD | +133.7% | +25.1% | +108.6% | +77.8% |
| 1Y | +250.2% | +46.3% | +203.9% | +120.2% |
| 3Y | +320.3% | +154.9% | +165.4% | +34.3% |
| All | +60.1% | +140.8% | -80.7% | -46.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling