-40.6%
TECH vs RY
+123.4%
-164.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.2% | +0.2% |
| 7D | +0.1% | +0.6% | -0.4% | -0.3% |
| 30D | +0.5% | +5.0% | -4.5% | -3.1% |
| 3M | +1.1% | -5.3% | +6.4% | +4.7% |
| 6M | +62.8% | +13.8% | +49.0% | +46.7% |
| YTD | +24.5% | +21.0% | +3.5% | +6.8% |
| 1Y | +20.6% | +40.5% | -19.9% | -7.7% |
| 3Y | +29.5% | +159.7% | -130.2% | -37.5% |
| All | -40.6% | +123.4% | -164.0% | -68.7% |
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