+434.6%
SIMO vs RY
+355.6%
+79.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.6% | +8.1% | +8.3% |
| 7D | +0.9% | -3.0% | +3.9% | +2.9% |
| 30D | -25.4% | +6.3% | -31.7% | -27.9% |
| 3M | -17.8% | -2.6% | -15.2% | -16.5% |
| 6M | -29.6% | +13.9% | -43.5% | -34.4% |
| YTD | +100.3% | +21.7% | +78.6% | +79.1% |
| 1Y | +100.4% | +40.4% | +59.9% | +65.2% |
| 3Y | +246.1% | +161.3% | +84.8% | +103.1% |
| 5Y | +189.8% | +126.5% | +63.3% | +81.1% |
| 10Y | +434.6% | +354.3% | +80.3% | +150.5% |
| All | +434.6% | +355.6% | +79.0% | +150.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling