+18,746.4%
WWD vs RY
+11,573.6%
+7,172.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.5% |
| 7D | +1.3% | +3.1% | -1.8% | -0.8% |
| 30D | -7.2% | -0.3% | -6.8% | -7.0% |
| 3M | -3.8% | +8.7% | -12.5% | -9.2% |
| 6M | -9.9% | +28.5% | -38.4% | -23.8% |
| YTD | +14.8% | +25.1% | -10.3% | -1.1% |
| 1Y | +42.1% | +46.3% | -4.2% | +10.3% |
| 3Y | +170.8% | +154.9% | +15.9% | +43.1% |
| 5Y | +197.5% | +140.3% | +57.2% | +62.5% |
| 10Y | +477.8% | +377.0% | +100.8% | +112.6% |
| All | +18,746.4% | +11,573.6% | +7,172.8% | +4,197.7% |
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