+34.6%
TPR vs RY
+40.4%
-5.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +1.7% |
| 7D | +12.1% | -0.6% | +12.6% | +12.0% |
| 30D | +16.7% | +6.1% | +10.5% | +11.2% |
| 3M | -17.4% | -3.4% | -14.0% | -15.9% |
| 6M | +2.3% | +12.8% | -10.5% | -10.4% |
| YTD | +7.1% | +21.0% | -13.9% | -13.8% |
| All | +34.6% | +40.4% | -5.7% | -5.3% |
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 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