+1,213.1%
URI vs RY
+355.6%
+857.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.6% | +3.5% |
| 7D | +2.6% | -3.0% | +5.6% | +6.4% |
| 30D | +9.1% | +6.3% | +2.8% | +1.8% |
| 3M | +1.0% | -2.6% | +3.6% | +3.7% |
| 6M | +23.3% | +13.9% | +9.4% | +4.9% |
| YTD | +43.3% | +21.7% | +21.6% | +11.9% |
| 1Y | +35.9% | +40.4% | -4.5% | -10.6% |
| 3Y | +158.6% | +161.3% | -2.7% | -22.3% |
| 5Y | +213.1% | +126.5% | +86.6% | +12.9% |
| 10Y | +1,213.1% | +354.3% | +858.7% | +170.7% |
| All | +1,213.1% | +355.6% | +857.4% | +170.7% |
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 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