+43.2%
TER vs RY
+46.4%
-3.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.0% | -9.9% | -11.1% |
| 7D | -19.9% | +2.5% | -22.3% | -22.9% |
| 30D | -43.5% | +8.4% | -52.0% | -50.4% |
| 3M | -37.8% | +1.2% | -39.0% | -38.8% |
| 6M | -25.6% | +19.4% | -44.9% | -48.7% |
| YTD | +29.8% | +25.4% | +4.4% | -20.0% |
| 1Y | +43.2% | +46.7% | -3.5% | -29.9% |
| All | +43.2% | +46.4% | -3.2% | -29.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling