+38.7%
DOV vs RY
+154.9%
-116.2%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.4% |
| 7D | -2.7% | +3.1% | -5.8% | -4.7% |
| 30D | -8.1% | -0.3% | -7.8% | -8.0% |
| 3M | -9.4% | +8.7% | -18.1% | -14.6% |
| 6M | -12.6% | +28.5% | -41.1% | -26.6% |
| YTD | -0.5% | +25.1% | -25.6% | -15.1% |
| 1Y | +9.2% | +46.3% | -37.0% | -16.3% |
| All | +38.7% | +154.9% | -116.2% | -28.1% |
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