+33.9%
DRI vs RY
+39.8%
-5.9%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | 0.0% | -0.3% |
| 7D | -0.3% | -0.5% | +0.2% | -0.1% |
| 30D | +10.8% | +4.7% | +6.1% | +9.3% |
| 3M | +0.9% | -4.5% | +5.4% | +2.4% |
| 6M | +16.3% | +12.5% | +3.8% | +10.4% |
| YTD | +27.8% | +21.1% | +6.6% | +16.9% |
| 1Y | +33.9% | +38.6% | -4.8% | +7.9% |
| All | +33.9% | +39.8% | -5.9% | +7.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling