+96.8%
TRMB vs RY
+360.9%
-264.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.9% |
| 7D | -16.7% | -0.9% | -15.8% | -16.6% |
| 30D | -9.9% | +5.9% | -15.8% | -14.4% |
| 3M | -7.6% | -4.3% | -3.3% | -5.3% |
| 6M | -14.7% | +12.1% | -26.8% | -23.5% |
| YTD | -30.9% | +20.3% | -51.2% | -41.7% |
| 1Y | -31.3% | +41.0% | -72.4% | -49.2% |
| 3Y | +29.4% | +157.5% | -128.1% | -42.6% |
| 5Y | -37.4% | +123.2% | -160.5% | -68.7% |
| All | +96.8% | +360.9% | -264.0% | -33.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling