+254.8%
SPOT vs RY
+269.1%
-14.3%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.8% | -2.1% |
| 7D | -2.9% | +2.7% | -5.6% | -4.3% |
| 30D | +8.3% | -1.0% | +9.3% | +8.8% |
| 3M | +5.1% | +7.6% | -2.6% | +0.2% |
| 6M | -6.5% | +29.5% | -35.9% | -20.2% |
| YTD | -9.0% | +24.2% | -33.1% | -20.5% |
| 1Y | -26.4% | +46.4% | -72.8% | -41.9% |
| 3Y | +240.0% | +159.4% | +80.6% | +88.1% |
| 5Y | +111.7% | +141.8% | -30.1% | +23.4% |
| All | +254.8% | +269.1% | -14.3% | +62.7% |
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 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