+1,127.7%
RSP vs RY
+2,298.2%
-1,170.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.1% |
| 7D | -0.8% | +3.1% | -3.9% | -2.6% |
| 30D | -0.3% | -0.3% | 0.0% | -0.2% |
| 3M | +4.3% | +8.7% | -4.4% | -1.1% |
| 6M | +8.8% | +28.5% | -19.7% | -6.9% |
| YTD | +15.3% | +25.1% | -9.9% | +0.1% |
| 1Y | +18.3% | +46.3% | -28.0% | -6.7% |
| 3Y | +52.8% | +154.9% | -102.1% | -14.9% |
| 5Y | +51.7% | +140.3% | -88.6% | -12.8% |
| 10Y | +208.5% | +377.0% | -168.6% | +17.6% |
| All | +1,127.7% | +2,298.2% | -1,170.5% | +159.9% |
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 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