+802.8%
TEAM vs RY
+466.8%
+336.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -2.3% |
| 7D | -0.4% | +3.1% | -3.6% | -1.9% |
| 30D | +67.3% | -0.3% | +67.6% | +67.2% |
| 3M | +86.8% | +8.7% | +78.1% | +77.9% |
| 6M | +146.8% | +28.5% | +118.3% | +113.9% |
| YTD | +16.9% | +25.1% | -8.2% | +2.4% |
| 1Y | +12.8% | +46.3% | -33.5% | -9.5% |
| 3Y | -7.3% | +154.9% | -162.2% | -44.6% |
| 5Y | -50.7% | +140.3% | -191.0% | -69.5% |
| 10Y | +529.8% | +377.0% | +152.8% | +194.5% |
| All | +802.8% | +466.8% | +336.0% | +286.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling