+204.2%
EQT vs RY
+135.2%
+69.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.9% |
| 7D | -1.2% | -2.9% | +1.7% | +0.8% |
| 30D | +1.1% | -2.0% | +3.1% | +2.3% |
| 3M | +4.8% | +4.9% | -0.1% | +0.6% |
| 6M | -10.6% | +26.1% | -36.7% | -25.5% |
| YTD | +3.4% | +22.4% | -18.9% | -12.3% |
| 1Y | +8.7% | +44.7% | -36.1% | -20.0% |
| 3Y | +35.0% | +155.7% | -120.7% | -44.1% |
| 5Y | +204.2% | +137.7% | +66.6% | +32.3% |
| All | +204.2% | +135.2% | +69.0% | +32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling