+47.4%
TER vs RY
+39.8%
+7.6%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.3% | -0.1% |
| 7D | +24.0% | -0.5% | +24.5% | +25.2% |
| 30D | -30.6% | +4.7% | -35.4% | -35.3% |
| 3M | -34.5% | -4.5% | -30.0% | -28.6% |
| 6M | -26.4% | +12.5% | -38.9% | -43.4% |
| YTD | +36.4% | +21.1% | +15.3% | -11.3% |
| 1Y | +47.4% | +38.6% | +8.8% | -22.0% |
| All | +47.4% | +39.8% | +7.6% | -22.0% |
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