+211.0%
RSP vs RY
+351.1%
-140.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | +2.4% | +0.6% | +1.8% | +2.0% |
| 30D | +4.3% | +5.0% | -0.8% | +0.8% |
| 3M | -0.3% | -5.3% | +5.0% | +3.3% |
| 6M | +9.8% | +13.8% | -4.0% | -0.3% |
| YTD | +16.8% | +21.0% | -4.1% | +1.3% |
| 1Y | +19.5% | +40.5% | -21.0% | -6.9% |
| 3Y | +65.1% | +159.7% | -94.5% | -18.7% |
| 5Y | +48.7% | +124.3% | -75.6% | -19.3% |
| All | +211.0% | +351.1% | -140.1% | +11.5% |
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