+8,735.6%
WELL vs RY
+11,266.1%
-2,530.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.8% | +0.2% |
| 7D | +5.3% | -1.1% | +6.4% | +5.8% |
| 30D | +8.7% | +4.4% | +4.3% | +6.6% |
| 3M | +3.8% | -2.9% | +6.8% | +5.1% |
| 6M | +15.4% | +15.6% | -0.2% | +7.7% |
| YTD | +33.7% | +21.8% | +11.8% | +21.6% |
| 1Y | +33.6% | +42.6% | -8.9% | +13.2% |
| 3Y | +194.2% | +160.9% | +33.3% | +88.3% |
| 5Y | +227.0% | +126.1% | +100.9% | +122.3% |
| 10Y | +430.7% | +371.7% | +59.0% | +168.8% |
| All | +8,735.6% | +11,266.1% | -2,530.4% | +2,360.4% |
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