-2.2%
FRSH vs RY
+46.1%
-48.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.7% | -4.0% | -4.8% |
| 7D | -8.2% | +3.1% | -11.3% | -7.9% |
| 30D | +10.5% | -0.3% | +10.8% | +10.6% |
| 3M | +32.7% | +8.7% | +24.1% | +31.5% |
| 6M | +50.3% | +28.5% | +21.8% | +44.4% |
| YTD | +3.9% | +25.1% | -21.2% | +2.0% |
| 1Y | -2.2% | +46.3% | -48.4% | -17.2% |
| All | -2.2% | +46.1% | -48.2% | -17.2% |
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