+202.8%
TER vs RY
+140.8%
+62.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +6.2% |
| 7D | +0.6% | +3.1% | -2.5% | -2.8% |
| 30D | -8.3% | -0.3% | -8.0% | -7.8% |
| 3M | -12.2% | +8.7% | -20.9% | -19.7% |
| 6M | +17.1% | +28.5% | -11.5% | -9.4% |
| YTD | +84.7% | +25.1% | +59.6% | +47.3% |
| 1Y | +199.9% | +46.3% | +153.6% | +105.9% |
| 3Y | +232.8% | +154.9% | +77.8% | +31.1% |
| All | +202.8% | +140.8% | +62.1% | +25.4% |
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