+660.9%
SNPS vs RY
+351.1%
+309.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.5% | -1.5% |
| 7D | +1.1% | +0.6% | +0.5% | +0.7% |
| 30D | -5.2% | +5.0% | -10.2% | -7.9% |
| 3M | +10.6% | -5.3% | +15.9% | +14.1% |
| 6M | -10.6% | +13.8% | -24.5% | -17.8% |
| YTD | -3.1% | +21.0% | -24.0% | -14.2% |
| 1Y | +15.6% | +40.5% | -24.9% | -6.6% |
| 3Y | -12.9% | +159.7% | -172.6% | -51.8% |
| 5Y | +31.2% | +124.3% | -93.2% | -21.1% |
| All | +660.9% | +351.1% | +309.8% | +230.0% |
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