+106.4%
INTC vs RY
+354.4%
-248.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.6% | +2.7% | +2.8% |
| 7D | -4.0% | -0.6% | -3.4% | -3.6% |
| 30D | -44.5% | +6.1% | -50.6% | -46.8% |
| 3M | -40.4% | -3.4% | -37.0% | -38.7% |
| 6M | -53.5% | +12.8% | -66.3% | -57.6% |
| YTD | +57.5% | +21.0% | +36.5% | +35.8% |
| 1Y | +51.2% | +40.5% | +10.7% | +15.9% |
| 3Y | +51.6% | +159.9% | -108.3% | -26.6% |
| 5Y | +23.5% | +125.0% | -101.5% | -33.8% |
| 10Y | +106.4% | +350.6% | -244.2% | -23.5% |
| All | +106.4% | +354.4% | -248.0% | -23.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling