+350.4%
SU vs RY
+139.4%
+211.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +2.3% |
| 7D | +1.6% | -0.5% | +2.1% | +1.9% |
| 30D | +10.7% | -1.9% | +12.6% | +11.9% |
| 3M | +13.5% | +5.1% | +8.4% | +8.8% |
| 6M | +21.8% | +28.2% | -6.3% | +0.4% |
| YTD | +58.8% | +22.9% | +36.0% | +34.7% |
| 1Y | +72.0% | +45.5% | +26.6% | +27.0% |
| 3Y | +121.7% | +156.7% | -35.0% | -4.1% |
| 5Y | +350.4% | +137.7% | +212.7% | +101.1% |
| All | +350.4% | +139.4% | +211.0% | +101.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling