+234.2%
SU vs RY
+353.8%
-119.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.3% |
| 7D | -4.3% | -3.0% | -1.3% | -1.5% |
| 30D | -6.2% | +6.3% | -12.4% | -11.9% |
| 3M | +9.7% | -2.6% | +12.3% | +11.4% |
| 6M | +7.3% | +13.9% | -6.6% | -7.7% |
| YTD | +58.7% | +21.7% | +37.0% | +25.9% |
| 1Y | +59.7% | +40.4% | +19.3% | +8.8% |
| 3Y | +129.2% | +161.3% | -32.1% | -23.7% |
| 5Y | +223.7% | +126.5% | +97.2% | +25.9% |
| All | +234.2% | +353.8% | -119.6% | -19.7% |
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