+98.5%
FLEX vs RY
+46.1%
+52.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +2.6% |
| 7D | -0.9% | +3.1% | -4.0% | -5.6% |
| 30D | -10.1% | -0.3% | -9.8% | -9.4% |
| 3M | -31.3% | +8.7% | -40.0% | -39.7% |
| 6M | +71.3% | +28.5% | +42.7% | +16.0% |
| YTD | +81.2% | +25.1% | +56.1% | +26.7% |
| 1Y | +98.5% | +46.3% | +52.2% | +13.0% |
| All | +98.5% | +46.1% | +52.4% | +13.0% |
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