+6,218.1%
DRI vs RY
+11,121.0%
-4,902.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.4% |
| 7D | +2.8% | -0.9% | +3.7% | +3.3% |
| 30D | +13.3% | +5.9% | +7.4% | +10.1% |
| 3M | +8.2% | -4.3% | +12.4% | +10.4% |
| 6M | +17.5% | +12.1% | +5.4% | +10.7% |
| YTD | +26.9% | +20.3% | +6.6% | +15.1% |
| 1Y | +31.6% | +41.0% | -9.4% | +10.2% |
| 3Y | +67.0% | +157.5% | -90.6% | +2.7% |
| 5Y | +72.9% | +123.2% | -50.3% | +13.5% |
| 10Y | +371.3% | +365.7% | +5.6% | +127.1% |
| All | +6,218.1% | +11,121.0% | -4,902.9% | +1,389.5% |
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