+2,781.4%
ETR vs RY
+11,121.0%
-8,339.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.6% |
| 7D | +0.4% | -0.9% | +1.3% | +0.7% |
| 30D | +7.5% | +5.9% | +1.7% | +5.8% |
| 3M | +4.4% | -4.3% | +8.7% | +5.7% |
| 6M | -1.5% | +12.1% | -13.7% | -4.9% |
| YTD | +21.8% | +20.3% | +1.5% | +15.1% |
| 1Y | +18.4% | +41.0% | -22.6% | +6.8% |
| 3Y | +148.5% | +157.5% | -9.0% | +87.3% |
| 5Y | +152.6% | +123.2% | +29.4% | +97.6% |
| 10Y | +354.5% | +365.7% | -11.2% | +189.9% |
| All | +2,781.4% | +11,121.0% | -8,339.6% | +1,208.1% |
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 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