+14.8%
SNPS vs RY
+41.3%
-26.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +1.8% |
| 7D | -0.6% | -0.6% | 0.0% | -0.2% |
| 30D | -9.8% | +6.1% | -16.0% | -12.0% |
| 3M | +11.7% | -3.4% | +15.1% | +14.3% |
| 6M | -10.9% | +12.8% | -23.7% | -17.7% |
| YTD | -2.1% | +21.0% | -23.1% | -14.6% |
| 1Y | +14.8% | +40.5% | -25.7% | +1.9% |
| All | +14.8% | +41.3% | -26.6% | +1.9% |
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 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