+3,743.2%
O vs RY
+11,121.0%
-7,377.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.2% |
| 7D | +3.7% | -0.9% | +4.6% | +4.1% |
| 30D | +11.2% | +5.9% | +5.3% | +8.2% |
| 3M | -4.0% | -4.3% | +0.3% | -2.2% |
| 6M | -5.2% | +12.1% | -17.4% | -10.5% |
| YTD | +9.5% | +20.3% | -10.8% | -0.2% |
| 1Y | +10.6% | +41.0% | -30.4% | -6.5% |
| 3Y | +38.1% | +157.5% | -119.4% | -12.9% |
| 5Y | +10.2% | +123.2% | -113.0% | -26.5% |
| 10Y | +71.4% | +365.7% | -294.3% | -18.3% |
| All | +3,743.2% | +11,121.0% | -7,377.9% | +825.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling