+144.2%
RTX vs RY
+155.6%
-11.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -0.8% |
| 7D | -5.1% | -0.9% | -4.2% | -4.9% |
| 30D | +5.1% | +5.9% | -0.7% | +3.2% |
| 3M | -14.8% | -4.3% | -10.6% | -13.6% |
| 6M | +8.0% | +12.1% | -4.1% | +3.6% |
| YTD | +4.5% | +20.3% | -15.8% | -2.3% |
| 1Y | +9.8% | +41.0% | -31.2% | -2.3% |
| 3Y | +144.2% | +157.5% | -13.3% | +96.0% |
| All | +144.2% | +155.6% | -11.4% | +96.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling