-1.4%
TEAM vs RY
+38.8%
-40.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.6% |
| 7D | -2.4% | +0.6% | -3.0% | -2.2% |
| 30D | -26.7% | +5.0% | -31.7% | -24.8% |
| 3M | -9.6% | -5.3% | -4.3% | -11.9% |
| 6M | +86.0% | +13.8% | +72.2% | +95.8% |
| YTD | -7.5% | +21.0% | -28.4% | -0.7% |
| 1Y | -1.4% | +40.5% | -41.9% | -4.6% |
| All | -1.4% | +38.8% | -40.2% | -4.6% |
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