+309.3%
EAT vs RY
+351.8%
-42.5%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.1% | -1.1% |
| 7D | -7.1% | -0.5% | -6.5% | -6.5% |
| 30D | -2.3% | +4.7% | -7.1% | -7.0% |
| 3M | -19.6% | -4.5% | -15.2% | -15.7% |
| 6M | +46.0% | +12.5% | +33.5% | +27.1% |
| YTD | +37.7% | +21.1% | +16.5% | +9.8% |
| 1Y | +73.8% | +38.6% | +35.1% | +18.8% |
| 3Y | +482.1% | +160.2% | +321.9% | +86.0% |
| 5Y | +362.5% | +124.7% | +237.8% | +73.6% |
| All | +309.3% | +351.8% | -42.5% | -13.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling