-99.1%
QID vs RY
+371.6%
-470.8%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.0% | -0.7% |
| 7D | -2.7% | +2.7% | -5.5% | +0.6% |
| 30D | +1.8% | -1.0% | +2.8% | +0.7% |
| 3M | -2.2% | +7.6% | -9.8% | +8.1% |
| 6M | -32.1% | +29.5% | -61.6% | -4.3% |
| YTD | -28.6% | +24.2% | -52.7% | -4.0% |
| 1Y | -36.3% | +46.4% | -82.7% | +6.0% |
| 3Y | -74.4% | +159.4% | -233.8% | -4.8% |
| 5Y | -80.8% | +141.8% | -222.6% | -25.3% |
| 10Y | -99.1% | +373.9% | -473.0% | -90.8% |
| All | -99.1% | +371.6% | -470.8% | -90.8% |
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