+2,868.2%
TRV vs RY
+11,121.0%
-8,252.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.3% |
| 7D | -0.3% | -0.9% | +0.6% | +0.2% |
| 30D | +9.6% | +5.9% | +3.7% | +6.6% |
| 3M | +2.7% | -4.3% | +7.0% | +4.8% |
| 6M | +32.0% | +12.1% | +19.9% | +24.3% |
| YTD | +37.8% | +20.3% | +17.5% | +24.9% |
| 1Y | +45.2% | +41.0% | +4.2% | +21.4% |
| 3Y | +145.3% | +157.5% | -12.3% | +50.5% |
| 5Y | +172.3% | +123.2% | +49.1% | +78.0% |
| 10Y | +367.3% | +365.7% | +1.6% | +114.1% |
| All | +2,868.2% | +11,121.0% | -8,252.8% | +320.3% |
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