+261.9%
MOH vs RY
+377.3%
-115.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +1.7% | -2.2% | +3.9% | +2.8% |
| 30D | -0.9% | -3.6% | +2.7% | +0.8% |
| 3M | +5.7% | +3.9% | +1.8% | +3.7% |
| 6M | +39.1% | +26.4% | +12.7% | +24.0% |
| YTD | +17.7% | +22.3% | -4.6% | +6.2% |
| 1Y | +8.4% | +43.7% | -35.3% | -9.8% |
| 3Y | -36.6% | +154.0% | -190.5% | -61.6% |
| 5Y | -19.1% | +137.6% | -156.7% | -49.9% |
| All | +261.9% | +377.3% | -115.4% | +36.2% |
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 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