+348.3%
TRV vs RY
+355.6%
-7.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.7% |
| 7D | -2.4% | -3.0% | +0.6% | -0.6% |
| 30D | +7.5% | +6.3% | +1.2% | +3.6% |
| 3M | +6.7% | -2.6% | +9.3% | +8.3% |
| 6M | +35.5% | +13.9% | +21.5% | +24.1% |
| YTD | +39.3% | +21.7% | +17.6% | +21.9% |
| 1Y | +41.8% | +40.4% | +1.4% | +13.0% |
| 3Y | +147.3% | +161.3% | -14.0% | +28.9% |
| 5Y | +178.3% | +126.5% | +51.9% | +57.5% |
| 10Y | +348.3% | +354.3% | -6.0% | +76.8% |
| All | +348.3% | +355.6% | -7.3% | +76.8% |
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 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