+533.6%
SONY vs RY
+11,253.8%
-10,720.2%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -1.1% |
| 7D | +2.1% | -3.0% | +5.1% | +3.5% |
| 30D | +9.2% | +6.3% | +2.9% | +5.8% |
| 3M | +12.2% | -2.6% | +14.8% | +13.4% |
| 6M | +24.4% | +13.9% | +10.5% | +16.0% |
| YTD | +3.5% | +21.7% | -18.2% | -6.8% |
| 1Y | -9.2% | +40.4% | -49.6% | -23.9% |
| 3Y | +55.6% | +161.3% | -105.7% | -4.6% |
| 5Y | +12.0% | +126.5% | -114.5% | -26.7% |
| 10Y | +363.7% | +354.3% | +9.3% | +112.7% |
| All | +533.6% | +11,253.8% | -10,720.2% | +11.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling