+176.6%
URI vs RY
+124.6%
+52.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.9% | -4.2% | -4.4% |
| 7D | -12.9% | -1.1% | -11.8% | -12.1% |
| 30D | -3.4% | +4.4% | -7.8% | -7.2% |
| 3M | -10.0% | -2.9% | -7.1% | -7.7% |
| 6M | +12.2% | +15.6% | -3.4% | -3.4% |
| YTD | +29.8% | +21.8% | +7.9% | +5.4% |
| 1Y | +24.6% | +42.6% | -18.0% | -13.9% |
| 3Y | +137.6% | +160.9% | -23.3% | -17.5% |
| 5Y | +176.6% | +126.1% | +50.6% | +12.8% |
| All | +176.6% | +124.6% | +52.0% | +12.8% |
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