+7,232.4%
EW vs RY
+4,660.4%
+2,572.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.9% | +4.3% | +2.5% |
| 7D | +6.8% | -1.1% | +7.9% | +7.2% |
| 30D | +16.6% | +4.4% | +12.2% | +14.8% |
| 3M | +13.3% | -2.9% | +16.3% | +14.4% |
| 6M | +21.6% | +15.6% | +6.0% | +15.2% |
| YTD | +18.3% | +21.8% | -3.6% | +9.8% |
| 1Y | +21.7% | +42.6% | -20.9% | +6.8% |
| 3Y | +50.3% | +160.9% | -110.6% | +5.6% |
| 5Y | -15.0% | +126.1% | -141.1% | -37.3% |
| 10Y | +237.5% | +371.7% | -134.3% | +95.1% |
| All | +7,232.4% | +4,660.4% | +2,572.0% | +2,501.5% |
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