+215.6%
RSP vs RY
+367.8%
-152.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.5% | +0.8% | +1.2% |
| 7D | +0.4% | -0.2% | +0.6% | +0.6% |
| 30D | +3.7% | +7.1% | -3.3% | -1.1% |
| 3M | +0.8% | -2.7% | +3.4% | +2.4% |
| 6M | +9.1% | +13.8% | -4.7% | -0.9% |
| YTD | +16.7% | +22.1% | -5.3% | +0.6% |
| 1Y | +19.7% | +43.1% | -23.4% | -7.9% |
| 3Y | +66.7% | +163.6% | -96.9% | -18.9% |
| 5Y | +48.7% | +126.2% | -77.5% | -19.7% |
| 10Y | +215.6% | +358.7% | -143.2% | +11.9% |
| All | +215.6% | +367.8% | -152.2% | +11.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling