-36.3%
QID vs RY
+45.9%
-82.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.0% | -0.5% |
| 7D | -2.7% | +2.7% | -5.5% | +0.2% |
| 30D | +1.8% | -1.0% | +2.8% | +0.8% |
| 3M | -2.2% | +7.6% | -9.8% | +7.4% |
| 6M | -32.1% | +29.5% | -61.6% | -4.8% |
| YTD | -28.6% | +24.2% | -52.7% | -3.4% |
| 1Y | -36.3% | +46.4% | -82.7% | +6.7% |
| All | -36.3% | +45.9% | -82.3% | +6.7% |
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