+146.0%
TT vs RY
+140.8%
+5.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +1.1% |
| 7D | -0.2% | +3.1% | -3.4% | -2.2% |
| 30D | -7.4% | -0.3% | -7.1% | -7.2% |
| 3M | -3.2% | +8.7% | -11.9% | -8.4% |
| 6M | +1.1% | +28.5% | -27.4% | -14.3% |
| YTD | +15.6% | +25.1% | -9.5% | -0.3% |
| 1Y | +9.2% | +46.3% | -37.1% | -14.9% |
| 3Y | +124.4% | +154.9% | -30.6% | +19.2% |
| All | +146.0% | +140.8% | +5.3% | +31.9% |
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