+22.8%
RSG vs RY
+41.3%
-18.6%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.4% |
| 7D | +2.0% | -0.6% | +2.5% | +1.9% |
| 30D | +14.2% | +6.1% | +8.0% | +14.9% |
| 3M | +15.8% | -3.4% | +19.1% | +15.0% |
| 6M | +24.6% | +12.8% | +11.8% | +25.0% |
| YTD | +18.2% | +21.0% | -2.8% | +20.4% |
| 1Y | +22.8% | +40.5% | -17.7% | +22.3% |
| All | +22.8% | +41.3% | -18.6% | +22.3% |
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