+100.5%
SIMO vs RY
+46.4%
+54.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +3.0% | -12.6% | -10.7% |
| 7D | -16.9% | +2.5% | -19.3% | -17.6% |
| 30D | -35.4% | +8.4% | -43.8% | -37.6% |
| 3M | -31.9% | +1.2% | -33.1% | -31.9% |
| 6M | -19.3% | +19.4% | -38.7% | -20.0% |
| YTD | +98.5% | +25.4% | +73.1% | +85.2% |
| 1Y | +100.5% | +46.7% | +53.8% | +58.6% |
| All | +100.5% | +46.4% | +54.1% | +58.6% |
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