+148.5%
WWD vs RY
+160.3%
-11.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.5% |
| 7D | +4.0% | +0.6% | +3.4% | +3.6% |
| 30D | +0.4% | +5.0% | -4.6% | -2.9% |
| 3M | -7.9% | -5.3% | -2.6% | -4.4% |
| 6M | -10.6% | +13.8% | -24.5% | -18.4% |
| YTD | +9.4% | +21.0% | -11.6% | -4.1% |
| 1Y | +25.7% | +40.5% | -14.8% | +1.4% |
| 3Y | +148.5% | +159.7% | -11.1% | +50.1% |
| All | +148.5% | +160.3% | -11.7% | +50.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling