+37.8%
LIN vs RY
+158.9%
-121.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | +0.1% |
| 7D | +3.6% | -1.1% | +4.7% | +3.9% |
| 30D | +6.4% | +4.4% | +2.0% | +5.0% |
| 3M | +6.5% | -2.9% | +9.4% | +7.3% |
| 6M | +4.9% | +15.6% | -10.7% | -0.3% |
| YTD | +23.4% | +21.8% | +1.6% | +15.2% |
| 1Y | +26.3% | +42.6% | -16.3% | +10.9% |
| All | +37.8% | +158.9% | -121.1% | +6.1% |
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