+66.5%
SU vs RY
+44.8%
+21.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.2% |
| 7D | +1.7% | -2.9% | +4.5% | +0.8% |
| 30D | +9.6% | -2.0% | +11.7% | +9.1% |
| 3M | +11.7% | +4.9% | +6.9% | +12.9% |
| 6M | +21.9% | +26.1% | -4.2% | +27.3% |
| YTD | +58.6% | +22.4% | +36.3% | +65.6% |
| 1Y | +66.5% | +44.7% | +21.8% | +67.4% |
| All | +66.5% | +44.8% | +21.7% | +67.4% |
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 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