+39.2%
S vs RY
+46.4%
-7.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.0% | -1.4% | +1.5% |
| 7D | -8.2% | +2.5% | -10.7% | -8.3% |
| 30D | -7.6% | +8.4% | -16.1% | -7.8% |
| 3M | +12.0% | +1.2% | +10.7% | +12.2% |
| 6M | +50.6% | +19.4% | +31.2% | +49.6% |
| YTD | +56.6% | +25.4% | +31.2% | +52.5% |
| 1Y | +39.2% | +46.7% | -7.5% | +13.4% |
| All | +39.2% | +46.4% | -7.2% | +13.4% |
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