+281.3%
P vs RY
+140.8%
+140.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.1% | +1.9% |
| 7D | +6.5% | +3.1% | +3.4% | +4.0% |
| 30D | +18.8% | -0.3% | +19.2% | +19.3% |
| 3M | +26.7% | +8.7% | +18.1% | +19.1% |
| 6M | +62.2% | +28.5% | +33.6% | +33.1% |
| YTD | +48.5% | +25.1% | +23.4% | +25.1% |
| 1Y | +26.4% | +46.3% | -19.9% | -5.5% |
| 3Y | +159.4% | +154.9% | +4.5% | +30.9% |
| All | +281.3% | +140.8% | +140.5% | +94.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling