-4.9%
EQT vs RY
+46.4%
-51.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.0% | -6.2% | -2.5% |
| 7D | -6.6% | +2.5% | -9.0% | -6.0% |
| 30D | +2.7% | +8.4% | -5.7% | +4.3% |
| 3M | -0.2% | +1.2% | -1.4% | +0.1% |
| 6M | -10.6% | +19.4% | -29.9% | -6.6% |
| YTD | -1.2% | +25.4% | -26.6% | +5.0% |
| 1Y | -4.9% | +46.7% | -51.5% | -5.9% |
| All | -4.9% | +46.4% | -51.3% | -5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling