+2,686.2%
TER vs RY
+11,573.6%
-8,887.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +6.0% |
| 7D | +0.6% | +3.1% | -2.5% | -1.8% |
| 30D | -8.3% | -0.3% | -8.0% | -7.9% |
| 3M | -12.2% | +8.7% | -20.9% | -17.4% |
| 6M | +17.1% | +28.5% | -11.5% | -2.1% |
| YTD | +84.7% | +25.1% | +59.6% | +58.0% |
| 1Y | +199.9% | +46.3% | +153.6% | +128.8% |
| 3Y | +232.8% | +154.9% | +77.8% | +68.4% |
| 5Y | +198.6% | +140.3% | +58.3% | +59.1% |
| 10Y | +1,669.7% | +377.0% | +1,292.7% | +476.9% |
| All | +2,686.2% | +11,573.6% | -8,887.4% | +61.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling