+145.6%
W vs RY
+158.9%
-13.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -2.9% | -5.4% | -4.1% |
| 7D | -5.6% | -1.1% | -4.5% | -3.6% |
| 30D | +7.5% | +4.4% | +3.1% | +1.7% |
| 3M | +5.4% | -2.9% | +8.3% | +9.9% |
| 6M | +79.4% | +15.6% | +63.8% | +43.5% |
| YTD | +12.9% | +21.8% | -8.9% | -17.4% |
| 1Y | +12.4% | +42.6% | -30.2% | -36.5% |
| All | +145.6% | +158.9% | -13.3% | -44.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling