+35.8%
XYZ vs RY
+38.8%
-3.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +3.0% |
| 7D | -1.1% | +0.6% | -1.6% | -1.4% |
| 30D | +11.5% | +5.0% | +6.5% | +8.5% |
| 3M | +1.8% | -5.3% | +7.1% | +5.6% |
| 6M | +21.2% | +13.8% | +7.4% | +9.9% |
| YTD | +29.9% | +21.0% | +9.0% | +11.3% |
| 1Y | +35.8% | +40.5% | -4.7% | +15.3% |
| All | +35.8% | +38.8% | -3.0% | +15.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling