+66.2%
XYZ vs RY
+160.5%
-94.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.5% |
| 7D | +12.6% | -0.6% | +13.2% | +13.7% |
| 30D | +10.8% | +6.1% | +4.7% | +4.8% |
| 3M | +8.4% | -3.4% | +11.7% | +12.3% |
| 6M | +14.3% | +12.8% | +1.5% | +0.3% |
| YTD | +31.5% | +21.0% | +10.5% | +6.9% |
| 1Y | +28.1% | +40.5% | -12.3% | -11.9% |
| 3Y | +66.2% | +159.9% | -93.7% | -35.1% |
| All | +66.2% | +160.5% | -94.4% | -35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling