+148.0%
SN vs RY
+38.8%
+109.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +3.0% |
| 7D | +1.5% | +0.6% | +1.0% | +1.0% |
| 30D | +21.5% | +5.0% | +16.5% | +15.7% |
| 3M | +20.0% | -5.3% | +25.4% | +27.0% |
| 6M | +119.9% | +13.8% | +106.1% | +83.5% |
| YTD | +102.3% | +21.0% | +81.4% | +50.1% |
| 1Y | +148.0% | +40.5% | +107.5% | +62.4% |
| All | +148.0% | +38.8% | +109.2% | +62.4% |
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