+89.7%
EWT vs RY
+45.1%
+44.6%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +1.0% |
| 7D | +2.1% | -0.5% | +2.6% | +2.4% |
| 30D | +9.4% | -1.9% | +11.3% | +10.9% |
| 3M | +10.9% | +5.1% | +5.7% | +6.2% |
| 6M | +57.9% | +28.2% | +29.8% | +28.0% |
| YTD | +75.9% | +22.9% | +53.0% | +46.1% |
| 1Y | +89.7% | +45.5% | +44.2% | +38.3% |
| All | +89.7% | +45.1% | +44.6% | +38.3% |
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