+13,642.4%
TDG vs RY
+922.2%
+12,720.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -2.9% | -3.1% |
| 7D | +1.2% | -0.5% | +1.7% | +1.5% |
| 30D | +8.1% | +4.7% | +3.4% | +5.2% |
| 3M | -2.6% | -4.5% | +1.9% | 0.0% |
| 6M | +1.0% | +12.5% | -11.5% | -6.1% |
| YTD | -9.5% | +21.1% | -30.7% | -19.6% |
| 1Y | -8.0% | +38.6% | -46.7% | -24.5% |
| 3Y | +41.8% | +160.2% | -118.4% | -21.2% |
| 5Y | +125.1% | +124.7% | +0.4% | +36.9% |
| 10Y | +546.7% | +352.3% | +194.4% | +176.1% |
| All | +13,642.4% | +922.2% | +12,720.2% | +3,990.0% |
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