+146.7%
TRV vs RY
+159.5%
-12.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.4% |
| 7D | -0.3% | -0.9% | +0.6% | +0.1% |
| 30D | +9.6% | +5.9% | +3.7% | +7.5% |
| 3M | +2.7% | -4.3% | +7.0% | +4.3% |
| 6M | +32.0% | +12.1% | +19.9% | +25.7% |
| YTD | +37.8% | +20.3% | +17.5% | +27.4% |
| 1Y | +45.2% | +41.0% | +4.2% | +25.2% |
| All | +146.7% | +159.5% | -12.8% | +82.5% |
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