+29,790.1%
EME vs RY
+11,191.3%
+18,598.8%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.6% | +5.4% | +5.7% |
| 7D | -8.8% | -0.6% | -8.2% | -8.6% |
| 30D | -18.2% | +6.1% | -24.3% | -21.2% |
| 3M | -20.2% | -3.4% | -16.8% | -18.7% |
| 6M | -29.9% | +12.8% | -42.7% | -34.9% |
| YTD | +5.7% | +21.0% | -15.3% | -5.7% |
| 1Y | -1.5% | +40.5% | -41.9% | -19.5% |
| 3Y | +208.4% | +159.9% | +48.6% | +73.8% |
| 5Y | +401.9% | +125.0% | +276.9% | +205.1% |
| 10Y | +914.2% | +350.6% | +563.7% | +317.9% |
| All | +29,790.1% | +11,191.3% | +18,598.8% | +5,042.1% |
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