+449.2%
SPMO vs RY
+354.4%
+94.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.6% | +3.8% |
| 7D | -2.6% | -0.6% | -2.1% | -2.3% |
| 30D | -14.2% | +6.1% | -20.4% | -17.3% |
| 3M | -12.7% | -3.4% | -9.3% | -10.9% |
| 6M | -9.6% | +12.8% | -22.4% | -16.1% |
| YTD | +9.3% | +21.0% | -11.7% | -3.0% |
| 1Y | +8.2% | +40.5% | -32.2% | -12.2% |
| 3Y | +119.4% | +159.9% | -40.5% | +21.3% |
| 5Y | +112.5% | +125.0% | -12.5% | +27.3% |
| 10Y | +449.2% | +350.6% | +98.6% | +135.9% |
| All | +449.2% | +354.4% | +94.9% | +135.9% |
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