+9,352.2%
WDC vs RY
+11,573.6%
-2,221.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.7% | +6.6% | +6.4% |
| 7D | +1.7% | +3.1% | -1.4% | -0.5% |
| 30D | -10.0% | -0.3% | -9.6% | -9.6% |
| 3M | -18.8% | +8.7% | -27.4% | -23.2% |
| 6M | +79.0% | +28.5% | +50.5% | +50.7% |
| YTD | +171.6% | +25.1% | +146.4% | +132.9% |
| 1Y | +417.4% | +46.3% | +371.1% | +298.6% |
| 3Y | +1,251.8% | +154.9% | +1,096.9% | +604.0% |
| 5Y | +911.7% | +140.3% | +771.4% | +455.7% |
| 10Y | +1,399.6% | +377.0% | +1,022.6% | +441.2% |
| All | +9,352.2% | +11,573.6% | -2,221.5% | +767.4% |
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