+663.2%
FLEX vs RY
+140.8%
+522.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +2.2% |
| 7D | -0.9% | +3.1% | -4.0% | -3.8% |
| 30D | -10.1% | -0.3% | -9.8% | -9.8% |
| 3M | -31.3% | +8.7% | -40.0% | -36.3% |
| 6M | +71.3% | +28.5% | +42.7% | +36.9% |
| YTD | +81.2% | +25.1% | +56.1% | +48.5% |
| 1Y | +98.5% | +46.3% | +52.2% | +42.4% |
| 3Y | +428.2% | +154.9% | +273.3% | +133.7% |
| All | +663.2% | +140.8% | +522.5% | +238.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling