+590.9%
TRI vs RY
+2,650.7%
-2,059.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -2.9% | +0.6% | -3.5% | -3.2% |
| 30D | +3.7% | +5.0% | -1.3% | +1.0% |
| 3M | +3.7% | -5.3% | +9.0% | +6.5% |
| 6M | +35.1% | +13.8% | +21.3% | +24.8% |
| YTD | -14.0% | +21.0% | -35.0% | -23.5% |
| 1Y | -19.0% | +40.5% | -59.4% | -33.6% |
| 3Y | -12.0% | +159.7% | -171.6% | -49.2% |
| 5Y | +0.6% | +124.3% | -123.7% | -38.0% |
| 10Y | +225.4% | +351.6% | -126.2% | +30.1% |
| All | +590.9% | +2,650.7% | -2,059.7% | -16.7% |
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