+7,234.1%
SU vs RY
+11,185.2%
-3,951.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | +1.7% | +0.6% | +1.1% | +1.3% |
| 30D | -7.9% | +5.0% | -12.9% | -11.3% |
| 3M | +7.5% | -5.3% | +12.9% | +11.0% |
| 6M | +7.2% | +13.8% | -6.6% | -3.6% |
| YTD | +60.9% | +21.0% | +40.0% | +37.2% |
| 1Y | +63.6% | +40.5% | +23.2% | +24.9% |
| 3Y | +128.9% | +159.7% | -30.8% | +9.9% |
| 5Y | +228.3% | +124.3% | +103.9% | +76.5% |
| 10Y | +240.6% | +351.6% | -111.0% | +19.4% |
| All | +7,234.1% | +11,185.2% | -3,951.1% | +890.4% |
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 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