+7,492.7%
FAST vs RY
+11,573.6%
-4,080.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.4% | +1.1% |
| 7D | -0.4% | +3.1% | -3.5% | -2.0% |
| 30D | -0.8% | -0.3% | -0.5% | -0.7% |
| 3M | +5.8% | +8.7% | -2.9% | +0.9% |
| 6M | +8.0% | +28.5% | -20.6% | -5.8% |
| YTD | +25.6% | +25.1% | +0.5% | +11.0% |
| 1Y | +0.8% | +46.3% | -45.5% | -18.0% |
| 3Y | +86.1% | +154.9% | -68.8% | +11.9% |
| 5Y | +100.2% | +140.3% | -40.1% | +23.4% |
| 10Y | +494.2% | +377.0% | +117.1% | +152.5% |
| All | +7,492.7% | +11,573.6% | -4,080.9% | +925.1% |
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 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