+41.5%
SONY vs RY
+159.6%
-118.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.8% | -3.4% | -3.9% |
| 7D | -5.2% | +2.7% | -7.9% | -6.3% |
| 30D | +0.3% | -1.0% | +1.3% | +0.7% |
| 3M | +6.2% | +7.6% | -1.4% | +2.2% |
| 6M | +9.5% | +29.5% | -19.9% | -4.1% |
| YTD | -8.1% | +24.2% | -32.3% | -18.0% |
| 1Y | -17.9% | +46.4% | -64.3% | -33.0% |
| 3Y | +41.5% | +159.4% | -117.9% | -10.4% |
| All | +41.5% | +159.6% | -118.1% | -10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling