+2,549.3%
DOV vs RY
+11,191.3%
-8,642.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.6% | +3.4% | +3.6% |
| 7D | -0.7% | -0.6% | -0.2% | -0.4% |
| 30D | +12.3% | +6.1% | +6.1% | +8.4% |
| 3M | +1.2% | -3.4% | +4.5% | +3.1% |
| 6M | -3.1% | +12.8% | -15.9% | -9.9% |
| YTD | +9.4% | +21.0% | -11.6% | -2.5% |
| 1Y | +17.6% | +40.5% | -22.8% | -4.0% |
| 3Y | +66.5% | +159.9% | -93.4% | -5.9% |
| 5Y | +29.0% | +125.0% | -96.0% | -20.6% |
| 10Y | +329.8% | +350.6% | -20.8% | +80.8% |
| All | +2,549.3% | +11,191.3% | -8,642.0% | +253.0% |
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 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