+134.3%
SN vs RY
+39.8%
+94.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.5% | -2.6% |
| 7D | +1.4% | -0.5% | +1.9% | +1.9% |
| 30D | +16.6% | +4.7% | +11.9% | +11.3% |
| 3M | +18.3% | -4.5% | +22.8% | +24.0% |
| 6M | +103.1% | +12.5% | +90.5% | +71.7% |
| YTD | +96.7% | +21.1% | +75.6% | +45.8% |
| 1Y | +134.3% | +38.6% | +95.7% | +52.2% |
| All | +134.3% | +39.8% | +94.6% | +52.2% |
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 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