+23.1%
Q vs RY
+39.5%
-16.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.3% | +7.6% | +7.7% |
| 7D | +0.3% | -0.9% | +1.2% | +1.3% |
| 30D | -9.8% | +5.9% | -15.7% | -15.2% |
| 3M | -12.2% | -4.3% | -7.9% | -7.4% |
| 6M | -21.6% | +12.1% | -33.7% | -33.5% |
| YTD | +43.6% | +20.3% | +23.3% | +6.4% |
| 1Y | +25.7% | +41.0% | -15.3% | -26.1% |
| All | +23.1% | +39.5% | -16.5% | -26.5% |
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