+32.1%
SNOW vs RY
+244.9%
-212.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | +0.1% |
| 7D | +4.9% | +2.7% | +2.2% | +2.9% |
| 30D | +1.5% | -1.0% | +2.5% | +2.3% |
| 3M | +39.5% | +7.6% | +31.9% | +30.9% |
| 6M | +85.9% | +29.5% | +56.4% | +48.2% |
| YTD | +52.9% | +24.2% | +28.8% | +26.3% |
| 1Y | +48.1% | +46.4% | +1.7% | +5.3% |
| 3Y | +102.2% | +159.4% | -57.2% | -15.0% |
| 5Y | +5.5% | +141.8% | -136.4% | -51.8% |
| All | +32.1% | +244.9% | -212.8% | -50.9% |
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