+96.3%
GWW vs RY
+159.8%
-63.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.2% |
| 7D | +1.4% | +3.1% | -1.7% | 0.0% |
| 30D | +3.3% | -0.3% | +3.6% | +3.4% |
| 3M | +2.9% | +8.7% | -5.7% | -1.1% |
| 6M | +15.8% | +28.5% | -12.8% | +2.7% |
| YTD | +32.0% | +25.1% | +6.9% | +18.5% |
| 1Y | +29.9% | +46.3% | -16.4% | +8.9% |
| All | +96.3% | +159.8% | -63.4% | +29.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling