+212.9%
WELL vs RY
+140.8%
+72.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.7% |
| 7D | -0.8% | +3.1% | -3.9% | -2.2% |
| 30D | -0.1% | -0.3% | +0.2% | 0.0% |
| 3M | +18.0% | +8.7% | +9.4% | +13.0% |
| 6M | +15.0% | +28.5% | -13.5% | +1.1% |
| YTD | +28.6% | +25.1% | +3.5% | +14.4% |
| 1Y | +42.9% | +46.3% | -3.4% | +16.9% |
| 3Y | +203.0% | +154.9% | +48.1% | +78.5% |
| All | +212.9% | +140.8% | +72.1% | +87.9% |
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