+10.3%
P vs RY
+41.3%
-31.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.6% | +4.8% | +4.8% |
| 7D | -13.3% | -0.6% | -12.7% | -12.2% |
| 30D | -34.0% | +6.1% | -40.1% | -37.2% |
| 3M | +4.1% | -3.4% | +7.4% | +9.0% |
| 6M | +30.5% | +12.8% | +17.7% | +17.0% |
| YTD | +52.2% | +21.0% | +31.2% | +25.6% |
| 1Y | +10.3% | +40.5% | -30.2% | -13.1% |
| All | +10.3% | +41.3% | -31.0% | -13.1% |
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 · 6 months rolling