+427.0%
MCK vs RY
+377.3%
+49.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -2.9% | -2.2% | -0.7% | -1.9% |
| 30D | +0.4% | -3.6% | +4.0% | +2.1% |
| 3M | +12.1% | +3.9% | +8.2% | +9.8% |
| 6M | -5.4% | +26.4% | -31.8% | -15.7% |
| YTD | +7.8% | +22.3% | -14.5% | -2.6% |
| 1Y | +22.9% | +43.7% | -20.8% | +2.7% |
| 3Y | +110.7% | +154.0% | -43.2% | +29.0% |
| 5Y | +346.2% | +137.6% | +208.6% | +177.3% |
| All | +427.0% | +377.3% | +49.7% | +117.6% |
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 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