+21.4%
EQX vs RY
+123.4%
-102.1%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.1% |
| 7D | -10.5% | +0.6% | -11.1% | -10.9% |
| 30D | +0.2% | +5.0% | -4.8% | -3.8% |
| 3M | -7.9% | -5.3% | -2.6% | -3.2% |
| 6M | -28.6% | +13.8% | -42.4% | -36.6% |
| YTD | -26.3% | +21.0% | -47.2% | -37.7% |
| 1Y | -20.2% | +40.5% | -60.7% | -40.8% |
| 3Y | +131.1% | +159.7% | -28.6% | -5.7% |
| All | +21.4% | +123.4% | -102.1% | -48.1% |
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