+454.5%
TEAM vs RY
+355.6%
+98.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.3% |
| 7D | -19.7% | -3.0% | -16.7% | -18.4% |
| 30D | -26.6% | +6.3% | -32.9% | -28.8% |
| 3M | -1.1% | -2.6% | +1.5% | 0.0% |
| 6M | +74.6% | +13.9% | +60.7% | +61.6% |
| YTD | -6.0% | +21.7% | -27.7% | -16.7% |
| 1Y | -3.2% | +40.4% | -43.7% | -21.1% |
| 3Y | -13.5% | +161.3% | -174.9% | -49.5% |
| 5Y | -65.5% | +126.5% | -191.9% | -78.3% |
| 10Y | +454.5% | +354.3% | +100.2% | +187.3% |
| All | +454.5% | +355.6% | +98.9% | +187.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling