+260.6%
SPOT vs RY
+155.6%
+105.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.3% |
| 7D | +1.6% | -0.9% | +2.5% | +2.0% |
| 30D | +17.6% | +5.9% | +11.7% | +14.8% |
| 3M | +26.9% | -4.3% | +31.2% | +29.1% |
| 6M | +41.8% | +12.1% | +29.7% | +33.2% |
| YTD | +3.8% | +20.3% | -16.4% | -6.0% |
| 1Y | -2.5% | +41.0% | -43.5% | -18.9% |
| 3Y | +260.6% | +157.5% | +103.0% | +146.7% |
| All | +260.6% | +155.6% | +105.0% | +146.7% |
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 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