+238.6%
RDW vs RY
+154.7%
+83.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.3% |
| 7D | +4.8% | -2.9% | +7.7% | +10.0% |
| 30D | -19.5% | -2.0% | -17.5% | -16.8% |
| 3M | -26.9% | +4.9% | -31.8% | -33.4% |
| 6M | +17.8% | +26.1% | -8.4% | -21.3% |
| YTD | +43.0% | +22.4% | +20.7% | +1.8% |
| 1Y | +32.1% | +44.7% | -12.7% | -27.3% |
| All | +238.6% | +154.7% | +83.9% | -3.2% |
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 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