+332.6%
WELL vs RY
+373.9%
-41.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.6% |
| 7D | -0.8% | +3.1% | -3.9% | -2.9% |
| 30D | -0.1% | -0.3% | +0.2% | 0.0% |
| 3M | +18.0% | +8.7% | +9.4% | +10.7% |
| 6M | +15.0% | +28.5% | -13.5% | -4.6% |
| YTD | +28.6% | +25.1% | +3.5% | +8.4% |
| 1Y | +42.9% | +46.3% | -3.4% | +7.1% |
| 3Y | +203.0% | +154.9% | +48.1% | +45.3% |
| 5Y | +206.9% | +140.3% | +66.6% | +51.2% |
| All | +332.6% | +373.9% | -41.4% | +31.8% |
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