+6,282.9%
DRI vs RY
+11,266.1%
-4,983.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.9% | +2.0% | +0.6% |
| 7D | +3.7% | -1.1% | +4.8% | +4.3% |
| 30D | +13.5% | +4.4% | +9.1% | +11.1% |
| 3M | +10.4% | -2.9% | +13.3% | +11.9% |
| 6M | +19.5% | +15.6% | +3.9% | +10.8% |
| YTD | +28.2% | +21.8% | +6.4% | +15.6% |
| 1Y | +31.0% | +42.6% | -11.6% | +9.1% |
| 3Y | +67.1% | +160.9% | -93.8% | +2.1% |
| 5Y | +74.7% | +126.1% | -51.4% | +13.9% |
| 10Y | +376.2% | +371.7% | +4.4% | +127.9% |
| All | +6,282.9% | +11,266.1% | -4,983.2% | +1,395.2% |
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