+476.9%
WWD vs RY
+371.6%
+105.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.3% | -1.3% |
| 7D | +0.8% | +2.7% | -1.9% | -1.8% |
| 30D | -6.4% | -1.0% | -5.4% | -5.5% |
| 3M | -5.6% | +7.6% | -13.3% | -12.4% |
| 6M | -9.1% | +29.5% | -38.6% | -29.3% |
| YTD | +12.5% | +24.2% | -11.7% | -8.9% |
| 1Y | +41.3% | +46.4% | -5.1% | -2.2% |
| 3Y | +170.2% | +159.4% | +10.8% | +2.9% |
| 5Y | +192.5% | +141.8% | +50.6% | +16.1% |
| 10Y | +476.9% | +373.9% | +103.0% | +21.6% |
| All | +476.9% | +371.6% | +105.3% | +21.6% |
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