+1,006.2%
TER vs RY
+354.4%
+651.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +0.6% | +11.8% | +11.9% |
| 7D | -8.9% | -0.6% | -8.3% | -8.3% |
| 30D | -39.1% | +6.1% | -45.2% | -42.4% |
| 3M | -32.8% | -3.4% | -29.4% | -30.5% |
| 6M | -31.7% | +12.8% | -44.5% | -39.1% |
| YTD | +26.9% | +21.0% | +5.9% | +7.4% |
| 1Y | +33.6% | +40.5% | -6.9% | -1.1% |
| 3Y | +181.5% | +159.9% | +21.6% | +19.4% |
| 5Y | +76.1% | +125.0% | -48.8% | -14.8% |
| 10Y | +1,006.2% | +350.6% | +655.6% | +250.9% |
| All | +1,006.2% | +354.4% | +651.9% | +250.9% |
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