+1,744.2%
TER vs RY
+371.6%
+1,372.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.8% | +5.0% | +4.9% |
| 7D | +11.0% | +2.7% | +8.2% | +8.0% |
| 30D | -1.9% | -1.0% | -0.9% | -0.8% |
| 3M | -0.7% | +7.6% | -8.3% | -7.4% |
| 6M | +36.4% | +29.5% | +6.9% | +8.1% |
| YTD | +92.4% | +24.2% | +68.3% | +59.0% |
| 1Y | +213.5% | +46.4% | +167.1% | +123.6% |
| 3Y | +277.2% | +159.4% | +117.8% | +59.8% |
| 5Y | +219.1% | +141.8% | +77.3% | +44.7% |
| 10Y | +1,744.2% | +373.9% | +1,370.4% | +414.9% |
| All | +1,744.2% | +371.6% | +1,372.6% | +414.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling