+34,808.8%
EME vs RY
+11,573.6%
+23,235.2%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +2.2% |
| 7D | +1.9% | +3.1% | -1.2% | 0.0% |
| 30D | -8.3% | -0.3% | -7.9% | -8.1% |
| 3M | -10.7% | +8.7% | -19.4% | -15.0% |
| 6M | +1.9% | +28.5% | -26.6% | -12.1% |
| YTD | +23.5% | +25.1% | -1.6% | +8.2% |
| 1Y | +18.0% | +46.3% | -28.3% | -5.7% |
| 3Y | +236.1% | +154.9% | +81.2% | +91.6% |
| 5Y | +527.9% | +140.3% | +387.6% | +267.9% |
| 10Y | +1,252.8% | +377.0% | +875.7% | +440.5% |
| All | +34,808.8% | +11,573.6% | +23,235.2% | +5,797.3% |
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 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