+165.3%
INTC vs RY
+154.9%
+10.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.7% | +5.2% | +5.1% |
| 7D | +7.1% | +3.1% | +4.0% | +4.3% |
| 30D | -5.2% | -0.3% | -4.9% | -4.9% |
| 3M | -14.3% | +8.7% | -23.0% | -20.1% |
| 6M | +110.2% | +28.5% | +81.6% | +69.9% |
| YTD | +159.6% | +25.1% | +134.5% | +113.8% |
| 1Y | +289.3% | +46.3% | +243.0% | +179.3% |
| All | +165.3% | +154.9% | +10.5% | +37.7% |
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