+88.5%
TEM vs RY
+108.1%
-19.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.0% | -3.9% |
| 7D | +7.8% | -0.5% | +8.3% | +8.5% |
| 30D | +11.2% | +4.7% | +6.5% | +5.3% |
| 3M | +39.0% | -4.5% | +43.4% | +46.4% |
| 6M | +61.6% | +12.5% | +49.1% | +34.6% |
| YTD | +28.5% | +21.1% | +7.4% | -4.1% |
| 1Y | +6.7% | +38.6% | -31.9% | -35.2% |
| All | +88.5% | +108.1% | -19.5% | -29.7% |
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