+264.9%
WY vs RY
+11,573.6%
-11,308.7%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.3% |
| 7D | -1.7% | +3.1% | -4.8% | -3.7% |
| 30D | -10.1% | -0.3% | -9.8% | -10.1% |
| 3M | -5.1% | +8.7% | -13.8% | -10.5% |
| 6M | -4.8% | +28.5% | -33.3% | -19.4% |
| YTD | -0.2% | +25.1% | -25.4% | -14.3% |
| 1Y | -6.6% | +46.3% | -52.9% | -27.6% |
| 3Y | -22.7% | +154.9% | -177.7% | -58.6% |
| 5Y | -22.2% | +140.3% | -162.5% | -56.9% |
| 10Y | +7.3% | +377.0% | -369.8% | -59.2% |
| All | +264.9% | +11,573.6% | -11,308.7% | -53.3% |
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