-65.4%
TEAM vs RY
+123.4%
-188.9%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | -2.4% | +0.6% | -3.0% | -2.8% |
| 30D | -26.7% | +5.0% | -31.7% | -29.2% |
| 3M | -9.6% | -5.3% | -4.3% | -6.2% |
| 6M | +86.0% | +13.8% | +72.2% | +64.8% |
| YTD | -7.5% | +21.0% | -28.4% | -23.3% |
| 1Y | -1.4% | +40.5% | -41.9% | -29.2% |
| 3Y | -14.3% | +159.7% | -174.0% | -66.4% |
| All | -65.4% | +123.4% | -188.9% | -84.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling