+217.7%
WAB vs RY
+125.1%
+92.6%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.9% |
| 7D | +7.9% | -0.5% | +8.5% | +8.3% |
| 30D | +4.9% | +4.7% | +0.1% | +1.7% |
| 3M | +1.8% | -4.5% | +6.3% | +4.9% |
| 6M | +12.0% | +12.5% | -0.6% | +2.8% |
| YTD | +41.3% | +21.1% | +20.1% | +22.9% |
| 1Y | +43.8% | +38.6% | +5.2% | +13.9% |
| 3Y | +171.1% | +160.2% | +10.9% | +34.8% |
| 5Y | +217.7% | +124.7% | +93.0% | +73.2% |
| All | +217.7% | +125.1% | +92.6% | +73.2% |
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