+631.8%
TEAM vs RY
+444.8%
+187.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -1.3% | -14.9% | -15.5% |
| 7D | -19.8% | -0.9% | -18.9% | -19.4% |
| 30D | -21.5% | +5.9% | -27.4% | -23.6% |
| 3M | +39.5% | -4.3% | +43.8% | +42.2% |
| 6M | +73.1% | +12.1% | +60.9% | +61.7% |
| YTD | -5.2% | +20.3% | -25.5% | -15.4% |
| 1Y | -1.6% | +41.0% | -42.6% | -19.6% |
| 3Y | -11.4% | +157.5% | -169.0% | -47.3% |
| 5Y | -65.1% | +123.2% | -188.3% | -77.6% |
| 10Y | +471.3% | +365.7% | +105.6% | +170.6% |
| All | +631.8% | +444.8% | +187.0% | +219.3% |
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