+489.9%
EAT vs RY
+155.6%
+334.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.6% | -2.0% |
| 7D | -2.6% | -0.9% | -1.7% | -1.9% |
| 30D | +11.5% | +5.9% | +5.6% | +7.7% |
| 3M | -9.1% | -4.3% | -4.8% | -6.3% |
| 6M | +40.4% | +12.1% | +28.3% | +28.8% |
| YTD | +43.9% | +20.3% | +23.7% | +25.2% |
| 1Y | +101.9% | +41.0% | +60.9% | +56.6% |
| 3Y | +489.9% | +157.5% | +332.3% | +194.9% |
| All | +489.9% | +155.6% | +334.3% | +194.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling