-100.0%
QID vs RY
+936.2%
-1,036.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.3% | -3.9% |
| 7D | +9.4% | -0.9% | +10.3% | +8.7% |
| 30D | +31.2% | +5.9% | +25.4% | +40.2% |
| 3M | +17.4% | -4.3% | +21.7% | +12.9% |
| 6M | +8.4% | +12.1% | -3.7% | +24.5% |
| YTD | -15.8% | +20.3% | -36.0% | +5.9% |
| 1Y | -16.3% | +41.0% | -57.3% | +25.3% |
| 3Y | -70.4% | +157.5% | -227.9% | -8.8% |
| 5Y | -74.8% | +123.2% | -198.0% | -24.5% |
| 10Y | -99.0% | +365.7% | -464.7% | -91.6% |
| All | -100.0% | +936.2% | -1,036.2% | -99.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling