+27.6%
SYY vs RY
+163.3%
-135.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.5% | +0.5% | +1.5% |
| 7D | -4.1% | -0.2% | -3.9% | -4.0% |
| 30D | +0.3% | +7.1% | -6.8% | -1.9% |
| 3M | -6.3% | -2.7% | -3.7% | -5.6% |
| 6M | +9.7% | +13.8% | -4.1% | +4.2% |
| YTD | +9.4% | +22.1% | -12.6% | +1.0% |
| 1Y | +7.3% | +43.1% | -35.8% | -6.8% |
| 3Y | +27.6% | +163.6% | -136.0% | -10.3% |
| All | +27.6% | +163.3% | -135.7% | -10.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling