+65.1%
TNA vs RY
+46.1%
+19.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +2.1% |
| 7D | -0.1% | +3.1% | -3.2% | -6.1% |
| 30D | -4.9% | -0.3% | -4.6% | -4.6% |
| 3M | +0.4% | +8.7% | -8.3% | -18.3% |
| 6M | +32.5% | +28.5% | +4.0% | -27.5% |
| YTD | +53.7% | +25.1% | +28.6% | -11.5% |
| 1Y | +65.1% | +46.3% | +18.8% | -40.0% |
| All | +65.1% | +46.1% | +19.0% | -40.0% |
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