+1,857.3%
UMC vs RY
+372.5%
+1,484.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.0% | +5.0% | +4.6% |
| 7D | +13.6% | -0.5% | +14.1% | +13.8% |
| 30D | +20.8% | -1.9% | +22.6% | +21.9% |
| 3M | +16.1% | +5.1% | +11.0% | +12.8% |
| 6M | +137.3% | +28.2% | +109.1% | +106.6% |
| YTD | +193.8% | +22.9% | +170.9% | +160.8% |
| 1Y | +236.1% | +45.5% | +190.6% | +171.1% |
| 3Y | +267.1% | +156.7% | +110.4% | +112.8% |
| 5Y | +145.3% | +137.7% | +7.6% | +49.6% |
| 10Y | +1,857.3% | +375.5% | +1,481.8% | +846.4% |
| All | +1,857.3% | +372.5% | +1,484.8% | +846.4% |
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