+7,168.0%
SU vs RY
+11,203.6%
-4,035.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.8% |
| 7D | +0.3% | -0.5% | +0.9% | +0.7% |
| 30D | -7.9% | +4.7% | -12.6% | -11.1% |
| 3M | +9.2% | -4.5% | +13.6% | +12.0% |
| 6M | +5.5% | +12.5% | -7.1% | -4.4% |
| YTD | +59.5% | +21.1% | +38.3% | +35.8% |
| 1Y | +59.9% | +38.6% | +21.3% | +23.2% |
| 3Y | +130.3% | +160.2% | -29.9% | +10.4% |
| 5Y | +225.3% | +124.7% | +100.6% | +74.7% |
| 10Y | +237.5% | +352.3% | -114.9% | +18.2% |
| All | +7,168.0% | +11,203.6% | -4,035.6% | +880.3% |
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