+1,813.5%
EMR vs RY
+11,573.6%
-9,760.1%
-56.1%
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 | -1.5% | +3.1% | -4.6% | -3.3% |
| 30D | -5.6% | -0.3% | -5.3% | -5.5% |
| 3M | +7.9% | +8.7% | -0.7% | +2.6% |
| 6M | +6.0% | +28.5% | -22.5% | -8.7% |
| YTD | +16.4% | +25.1% | -8.7% | +2.0% |
| 1Y | +16.6% | +46.3% | -29.7% | -6.8% |
| 3Y | +62.9% | +154.9% | -92.1% | -6.9% |
| 5Y | +60.1% | +140.3% | -80.2% | -5.4% |
| 10Y | +268.7% | +377.0% | -108.3% | +53.3% |
| All | +1,813.5% | +11,573.6% | -9,760.1% | +145.7% |
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