+68.2%
EFA vs RY
+159.6%
-91.4%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.2% | -0.1% |
| 7D | +1.2% | +2.7% | -1.5% | -0.3% |
| 30D | -0.7% | -1.0% | +0.3% | -0.3% |
| 3M | +6.4% | +7.6% | -1.2% | +1.8% |
| 6M | +11.4% | +29.5% | -18.1% | -4.0% |
| YTD | +14.0% | +24.2% | -10.2% | +0.4% |
| 1Y | +20.2% | +46.4% | -26.2% | -3.2% |
| 3Y | +68.2% | +159.4% | -91.2% | -0.2% |
| All | +68.2% | +159.6% | -91.4% | -0.2% |
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 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