+695.1%
WDC vs RY
+355.6%
+339.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.6% | +7.8% | +7.8% |
| 7D | -3.2% | -3.0% | -0.3% | +0.2% |
| 30D | -19.0% | +6.3% | -25.3% | -23.4% |
| 3M | -28.4% | -2.6% | -25.8% | -26.4% |
| 6M | -39.2% | +13.9% | -53.2% | -46.6% |
| YTD | +82.1% | +21.7% | +60.4% | +50.1% |
| 1Y | +84.7% | +40.4% | +44.2% | +32.6% |
| 3Y | +825.6% | +161.3% | +664.3% | +252.6% |
| 5Y | +608.2% | +126.5% | +481.7% | +212.5% |
| 10Y | +695.1% | +354.3% | +340.8% | +129.7% |
| All | +695.1% | +355.6% | +339.5% | +129.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling