-7.2%
INDA vs RY
+45.9%
-53.1%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.9% | -1.3% |
| 7D | -1.0% | +2.7% | -3.7% | -2.1% |
| 30D | -2.5% | -1.0% | -1.6% | -2.2% |
| 3M | +4.0% | +7.6% | -3.7% | 0.0% |
| 6M | -1.8% | +29.5% | -31.3% | -13.7% |
| YTD | -9.2% | +24.2% | -33.3% | -19.4% |
| 1Y | -7.2% | +46.4% | -53.6% | -20.2% |
| All | -7.2% | +45.9% | -53.1% | -20.2% |
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