+270.1%
SIMO vs RY
+140.8%
+129.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.7% | +9.4% | +9.1% |
| 7D | +4.2% | +3.1% | +1.1% | +2.4% |
| 30D | +4.1% | -0.3% | +4.4% | +4.4% |
| 3M | -12.9% | +8.7% | -21.5% | -16.3% |
| 6M | +110.3% | +28.5% | +81.8% | +84.4% |
| YTD | +178.6% | +25.1% | +153.5% | +147.5% |
| 1Y | +220.0% | +46.3% | +173.7% | +161.5% |
| 3Y | +409.0% | +154.9% | +254.1% | +221.2% |
| All | +270.1% | +140.8% | +129.3% | +125.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling