+301.7%
SPOT vs RY
+260.1%
+41.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.5% |
| 7D | -2.6% | -0.5% | -2.0% | -2.3% |
| 30D | +13.5% | +4.7% | +8.7% | +10.4% |
| 3M | +22.2% | -4.5% | +26.7% | +25.2% |
| 6M | +38.3% | +12.5% | +25.8% | +28.1% |
| YTD | +3.1% | +21.1% | -18.1% | -8.9% |
| 1Y | -7.6% | +38.6% | -46.3% | -24.8% |
| 3Y | +250.0% | +160.2% | +89.9% | +93.1% |
| 5Y | +113.3% | +124.7% | -11.4% | +29.1% |
| All | +301.7% | +260.1% | +41.6% | +86.5% |
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