+34.8%
ET vs RY
+45.9%
-11.1%
-8.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | +0.4% | +2.7% | -2.3% | +0.6% |
| 30D | +6.9% | -1.0% | +7.8% | +6.8% |
| 3M | +13.1% | +7.6% | +5.4% | +13.5% |
| 6M | +18.7% | +29.5% | -10.7% | +20.4% |
| YTD | +37.4% | +24.2% | +13.3% | +39.7% |
| 1Y | +34.8% | +46.4% | -11.6% | +31.9% |
| All | +34.8% | +45.9% | -11.1% | +31.9% |
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