+232.6%
WY vs RY
+11,121.0%
-10,888.4%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.3% | -1.7% | -2.2% |
| 7D | +3.1% | -0.9% | +4.0% | +3.8% |
| 30D | +13.0% | +5.9% | +7.1% | +8.9% |
| 3M | -16.8% | -4.3% | -12.5% | -14.7% |
| 6M | -11.2% | +12.1% | -23.3% | -17.9% |
| YTD | -9.1% | +20.3% | -29.3% | -19.9% |
| 1Y | -4.8% | +41.0% | -45.8% | -24.4% |
| 3Y | -25.3% | +157.5% | -182.8% | -60.2% |
| 5Y | -33.2% | +123.2% | -156.4% | -61.2% |
| 10Y | +6.6% | +365.7% | -359.1% | -58.9% |
| All | +232.6% | +11,121.0% | -10,888.4% | -56.4% |
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