+708.4%
P vs RY
+373.9%
+334.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.1% | +2.0% |
| 7D | +6.5% | +3.1% | +3.4% | +3.9% |
| 30D | +18.8% | -0.3% | +19.2% | +19.3% |
| 3M | +26.7% | +8.7% | +18.1% | +18.8% |
| 6M | +62.2% | +28.5% | +33.6% | +32.3% |
| YTD | +48.5% | +25.1% | +23.4% | +24.4% |
| 1Y | +26.4% | +46.3% | -19.9% | -6.7% |
| 3Y | +159.4% | +154.9% | +4.5% | +22.9% |
| 5Y | +275.8% | +140.3% | +135.5% | +84.7% |
| All | +708.4% | +373.9% | +334.4% | +161.3% |
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