-6.6%
TEAM vs RY
+41.3%
-47.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.6% | -3.9% | -3.1% |
| 7D | -22.2% | -0.6% | -21.6% | -22.3% |
| 30D | -28.1% | +6.1% | -34.3% | -25.9% |
| 3M | -2.2% | -3.4% | +1.2% | -3.6% |
| 6M | +62.2% | +12.8% | +49.4% | +69.6% |
| YTD | -8.4% | +21.0% | -29.4% | -2.1% |
| 1Y | -6.6% | +40.5% | -47.1% | -11.2% |
| All | -6.6% | +41.3% | -47.9% | -11.2% |
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