+56.0%
TD vs RY
+41.3%
+14.6%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +0.6% |
| 7D | -0.7% | -0.6% | -0.1% | -0.1% |
| 30D | +7.6% | +6.1% | +1.5% | +1.8% |
| 3M | +3.0% | -3.4% | +6.4% | +6.4% |
| 6M | +16.8% | +12.8% | +4.1% | +5.2% |
| YTD | +34.3% | +21.0% | +13.3% | +13.0% |
| 1Y | +56.0% | +40.5% | +15.5% | +18.8% |
| All | +56.0% | +41.3% | +14.6% | +18.8% |
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 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