+8,720.5%
WELL vs RY
+11,121.0%
-2,400.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.4% |
| 7D | +4.4% | -0.9% | +5.3% | +4.8% |
| 30D | +10.8% | +5.9% | +4.9% | +8.0% |
| 3M | +4.2% | -4.3% | +8.5% | +6.1% |
| 6M | +14.0% | +12.1% | +1.9% | +7.9% |
| YTD | +33.4% | +20.3% | +13.2% | +22.1% |
| 1Y | +32.4% | +41.0% | -8.6% | +12.7% |
| 3Y | +194.7% | +157.5% | +37.2% | +89.7% |
| 5Y | +226.5% | +123.2% | +103.3% | +123.2% |
| 10Y | +429.8% | +365.7% | +64.1% | +169.9% |
| All | +8,720.5% | +11,121.0% | -2,400.5% | +2,370.1% |
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