+16,603.8%
WWD vs RY
+11,266.1%
+5,337.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.9% | -3.1% | -4.0% |
| 7D | -2.6% | -1.1% | -1.5% | -1.8% |
| 30D | -7.7% | +4.4% | -12.2% | -10.4% |
| 3M | -17.7% | -2.9% | -14.8% | -16.1% |
| 6M | -15.9% | +15.6% | -31.5% | -23.9% |
| YTD | +1.8% | +21.8% | -20.1% | -10.8% |
| 1Y | +17.4% | +42.6% | -25.2% | -7.3% |
| 3Y | +137.1% | +160.9% | -23.8% | +23.4% |
| 5Y | +162.4% | +126.1% | +36.3% | +49.4% |
| 10Y | +452.5% | +371.7% | +80.8% | +104.9% |
| All | +16,603.8% | +11,266.1% | +5,337.8% | +3,775.5% |
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