+88.9%
SYY vs RY
+354.4%
-265.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.5% |
| 7D | +4.7% | -0.6% | +5.3% | +5.2% |
| 30D | -0.7% | +6.1% | -6.8% | -4.9% |
| 3M | -6.8% | -3.4% | -3.4% | -4.7% |
| 6M | +8.6% | +12.8% | -4.1% | -1.6% |
| YTD | +8.4% | +21.0% | -12.6% | -7.2% |
| 1Y | +7.1% | +40.5% | -33.4% | -18.4% |
| 3Y | +25.2% | +159.9% | -134.7% | -43.4% |
| 5Y | +13.0% | +125.0% | -112.0% | -43.4% |
| 10Y | +88.9% | +350.6% | -261.7% | -42.6% |
| All | +88.9% | +354.4% | -265.5% | -42.6% |
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