+2,288.2%
EQT vs RY
+11,485.5%
-9,197.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.3% |
| 7D | -0.8% | +2.7% | -3.6% | -2.2% |
| 30D | +6.6% | -1.0% | +7.6% | +7.0% |
| 3M | +4.4% | +7.6% | -3.3% | +0.1% |
| 6M | -10.5% | +29.5% | -40.0% | -22.4% |
| YTD | +3.7% | +24.2% | -20.4% | -8.3% |
| 1Y | +9.9% | +46.4% | -36.5% | -11.0% |
| 3Y | +35.4% | +159.4% | -124.1% | -19.8% |
| 5Y | +189.2% | +141.8% | +47.3% | +80.5% |
| 10Y | +50.7% | +373.9% | -323.2% | -32.3% |
| All | +2,288.2% | +11,485.5% | -9,197.3% | +476.9% |
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 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