+110.2%
SPOT vs RY
+122.0%
-11.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.0% |
| 7D | +1.6% | -0.9% | +2.5% | +2.3% |
| 30D | +17.6% | +5.9% | +11.7% | +13.0% |
| 3M | +26.9% | -4.3% | +31.2% | +30.3% |
| 6M | +41.8% | +12.1% | +29.7% | +29.2% |
| YTD | +3.8% | +20.3% | -16.4% | -10.5% |
| 1Y | -2.5% | +41.0% | -43.5% | -25.7% |
| 3Y | +260.6% | +157.5% | +103.0% | +63.1% |
| All | +110.2% | +122.0% | -11.8% | +9.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling