+28.5%
UNH vs RY
+45.9%
-17.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.1% |
| 7D | +1.1% | +2.7% | -1.6% | +0.5% |
| 30D | -1.5% | -1.0% | -0.5% | -1.3% |
| 3M | -0.8% | +7.6% | -8.5% | -2.4% |
| 6M | +41.8% | +29.5% | +12.4% | +32.5% |
| YTD | +23.1% | +24.2% | -1.1% | +15.9% |
| 1Y | +28.5% | +46.4% | -17.9% | +9.1% |
| All | +28.5% | +45.9% | -17.4% | +9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling