+7,682.4%
URI vs RY
+4,554.1%
+3,128.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.0% | -7.4% | -6.9% |
| 7D | -4.3% | +2.5% | -6.8% | -6.4% |
| 30D | +4.6% | +8.4% | -3.8% | -2.3% |
| 3M | -2.1% | +1.2% | -3.4% | -3.4% |
| 6M | +21.9% | +19.4% | +2.6% | +4.6% |
| YTD | +39.7% | +25.4% | +14.3% | +14.5% |
| 1Y | +32.9% | +46.7% | -13.8% | -4.5% |
| 3Y | +155.8% | +168.6% | -12.8% | +10.7% |
| 5Y | +202.4% | +132.3% | +70.2% | +50.0% |
| 10Y | +1,517.7% | +385.7% | +1,132.1% | +381.7% |
| All | +7,682.4% | +4,554.1% | +3,128.3% | +636.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling