+7,930.8%
TD vs RY
+10,338.6%
-2,407.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -0.8% |
| 7D | +0.3% | +3.1% | -2.8% | -2.2% |
| 30D | +0.4% | -0.3% | +0.7% | +0.7% |
| 3M | +7.6% | +8.7% | -1.0% | +0.5% |
| 6M | +25.0% | +28.5% | -3.5% | +1.4% |
| YTD | +31.0% | +25.1% | +5.9% | +8.7% |
| 1Y | +65.2% | +46.3% | +18.9% | +20.2% |
| 3Y | +122.5% | +154.9% | -32.4% | -1.0% |
| 5Y | +124.8% | +140.3% | -15.5% | +5.0% |
| 10Y | +298.2% | +377.0% | -78.8% | +5.8% |
| All | +7,930.8% | +10,338.6% | -2,407.7% | +54.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling