+9.5%
S vs RY
+46.1%
-36.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.5% |
| 7D | -7.7% | +3.1% | -10.8% | -8.1% |
| 30D | -5.3% | -0.3% | -5.0% | -5.1% |
| 3M | +20.3% | +8.7% | +11.6% | +18.7% |
| 6M | +47.4% | +28.5% | +18.8% | +38.8% |
| YTD | +32.5% | +25.1% | +7.4% | +25.7% |
| 1Y | +9.5% | +46.3% | -36.8% | -10.7% |
| All | +9.5% | +46.1% | -36.5% | -10.7% |
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