-17.8%
TRI vs RY
+159.6%
-177.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.8% | -5.7% | -6.3% |
| 7D | -7.1% | +2.7% | -9.8% | -7.8% |
| 30D | -2.3% | -1.0% | -1.3% | -2.1% |
| 3M | +19.6% | +7.6% | +11.9% | +15.8% |
| 6M | -8.7% | +29.5% | -38.2% | -18.3% |
| YTD | -22.3% | +24.2% | -46.4% | -29.1% |
| 1Y | -40.7% | +46.4% | -87.1% | -49.9% |
| 3Y | -17.8% | +159.4% | -177.2% | -47.8% |
| All | -17.8% | +159.6% | -177.3% | -47.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling