+32,136.5%
RMD vs RY
+11,573.6%
+20,562.8%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.1% |
| 7D | -5.0% | +3.1% | -8.1% | -6.1% |
| 30D | +2.2% | -0.3% | +2.5% | +2.2% |
| 3M | +17.8% | +8.7% | +9.2% | +14.0% |
| 6M | -11.3% | +28.5% | -39.9% | -19.5% |
| YTD | -4.4% | +25.1% | -29.5% | -12.4% |
| 1Y | -15.7% | +46.3% | -62.0% | -27.2% |
| 3Y | +47.7% | +154.9% | -107.2% | +3.1% |
| 5Y | -19.2% | +140.3% | -159.5% | -42.6% |
| 10Y | +280.4% | +377.0% | -96.7% | +110.3% |
| All | +32,136.5% | +11,573.6% | +20,562.8% | +8,890.6% |
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