+13,174.6%
TDG vs RY
+955.7%
+12,219.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.8% |
| 7D | -2.0% | +3.1% | -5.1% | -3.8% |
| 30D | -7.4% | -0.3% | -7.1% | -7.3% |
| 3M | -5.4% | +8.7% | -14.0% | -10.1% |
| 6M | -11.6% | +28.5% | -40.2% | -23.9% |
| YTD | -12.6% | +25.1% | -37.7% | -23.7% |
| 1Y | -9.3% | +46.3% | -55.6% | -28.0% |
| 3Y | +49.2% | +154.9% | -105.8% | -16.1% |
| 5Y | +132.1% | +140.3% | -8.1% | +35.7% |
| 10Y | +544.8% | +377.0% | +167.8% | +167.5% |
| All | +13,174.6% | +955.7% | +12,219.0% | +3,777.3% |
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