+26.7%
Q vs RY
+45.2%
-18.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +2.5% |
| 7D | +0.2% | +3.1% | -2.9% | -3.5% |
| 30D | -11.1% | -0.3% | -10.8% | -10.6% |
| 3M | -22.1% | +8.7% | -30.8% | -30.6% |
| 6M | +0.5% | +28.5% | -28.1% | -29.8% |
| YTD | +47.8% | +25.1% | +22.7% | +4.6% |
| All | +26.7% | +45.2% | -18.4% | -27.7% |
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