-70.4%
QID vs RY
+155.6%
-226.0%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.3% | -3.9% |
| 7D | +9.4% | -0.9% | +10.3% | +8.6% |
| 30D | +31.2% | +5.9% | +25.4% | +40.0% |
| 3M | +17.4% | -4.3% | +21.7% | +12.6% |
| 6M | +8.4% | +12.1% | -3.7% | +25.0% |
| YTD | -15.8% | +20.3% | -36.0% | +7.1% |
| 1Y | -16.3% | +41.0% | -57.3% | +27.5% |
| 3Y | -70.4% | +157.5% | -227.9% | -22.5% |
| All | -70.4% | +155.6% | -226.0% | -22.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling