+6,893.4%
URI vs RY
+4,542.7%
+2,350.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.2% |
| 7D | -2.0% | +3.1% | -5.1% | -4.5% |
| 30D | -12.9% | -0.3% | -12.6% | -12.8% |
| 3M | -6.7% | +8.7% | -15.4% | -13.4% |
| 6M | +19.0% | +28.5% | -9.5% | -3.8% |
| YTD | +25.5% | +25.1% | +0.4% | +3.3% |
| 1Y | +5.5% | +46.3% | -40.8% | -23.9% |
| 3Y | +111.3% | +154.9% | -43.6% | -4.2% |
| 5Y | +198.6% | +140.3% | +58.3% | +44.3% |
| 10Y | +1,179.9% | +377.0% | +802.9% | +287.0% |
| All | +6,893.4% | +4,542.7% | +2,350.8% | +564.7% |
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 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