+583.2%
WDC vs RY
+125.1%
+458.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.3% |
| 7D | +16.3% | -0.5% | +16.8% | +17.0% |
| 30D | -18.3% | +4.7% | -23.0% | -21.2% |
| 3M | -31.4% | -4.5% | -27.0% | -28.3% |
| 6M | -36.3% | +12.5% | -48.8% | -42.8% |
| YTD | +80.8% | +21.1% | +59.7% | +51.7% |
| 1Y | +87.7% | +38.6% | +49.1% | +39.8% |
| 3Y | +819.4% | +160.2% | +659.3% | +274.9% |
| 5Y | +583.2% | +124.7% | +458.5% | +222.7% |
| All | +583.2% | +125.1% | +458.1% | +222.7% |
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 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