+11,143.8%
RY vs SUI
+2,873.5%
+8,270.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -3.1% |
| 7D | -1.1% | +8.8% | -9.9% | -4.0% |
| 30D | +4.4% | +8.9% | -4.5% | +1.2% |
| 3M | -2.9% | +2.0% | -5.0% | -3.9% |
| 6M | +15.6% | -0.6% | +16.2% | +15.1% |
| YTD | +21.8% | +1.3% | +20.5% | +20.3% |
| 1Y | +42.6% | +1.3% | +41.3% | +40.7% |
| 3Y | +160.9% | +16.3% | +144.6% | +140.8% |
| 5Y | +126.1% | -25.1% | +151.1% | +139.5% |
| 10Y | +371.7% | +121.1% | +250.6% | +225.5% |
| All | +11,143.8% | +2,873.5% | +8,270.4% | +2,790.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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