-30.7%
MUZ vs RY
+5.0%
-35.8%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +33.9% | -2.9% | +36.8% | +28.6% |
| 7D | +79.0% | -1.1% | +80.1% | +73.7% |
| 30D | +104.4% | +4.4% | +100.0% | +115.3% |
| 3M | +27.0% | -2.9% | +29.9% | +12.9% |
| All | -30.7% | +5.0% | -35.8% | -11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · Available span rolling