+156.4%
TRV vs RY
+142.1%
+14.3%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.0% |
| 7D | -0.1% | +3.1% | -3.3% | -1.5% |
| 30D | -3.4% | -0.3% | -3.1% | -3.3% |
| 3M | +26.4% | +8.7% | +17.7% | +21.2% |
| 6M | +19.3% | +28.5% | -9.2% | +5.5% |
| YTD | +28.3% | +25.1% | +3.2% | +14.7% |
| 1Y | +34.3% | +46.3% | -12.0% | +10.8% |
| 3Y | +140.1% | +154.9% | -14.8% | +48.0% |
| All | +156.4% | +142.1% | +14.3% | +56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling