+15.1%
TEAM vs RY
+46.4%
-31.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.0% | -3.6% | +0.7% |
| 7D | -13.7% | +2.5% | -16.2% | -12.8% |
| 30D | -3.4% | +8.4% | -11.9% | +0.3% |
| 3M | +72.1% | +1.2% | +70.9% | +72.9% |
| 6M | +103.8% | +19.4% | +84.5% | +117.4% |
| YTD | +17.1% | +25.4% | -8.3% | +26.4% |
| 1Y | +15.1% | +46.7% | -31.6% | +6.1% |
| All | +15.1% | +46.4% | -31.3% | +6.1% |
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