+10.7%
SNDU vs RY
+30.4%
-19.7%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +3.0% | -18.8% | -21.4% |
| 7D | -48.0% | +2.5% | -50.5% | -50.5% |
| 30D | -66.4% | +8.4% | -74.9% | -71.9% |
| 3M | -58.7% | +1.2% | -60.0% | -58.6% |
| 6M | -68.6% | +19.4% | -88.0% | -75.7% |
| All | +10.7% | +30.4% | -19.7% | -47.1% |
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