-3.7%
FISV vs RY
+46.4%
-50.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.0% | +3.2% | +5.3% |
| 7D | +29.6% | +2.5% | +27.2% | +28.6% |
| 30D | +34.5% | +8.4% | +26.0% | +31.1% |
| 3M | +11.2% | +1.2% | +10.0% | +10.8% |
| 6M | -1.2% | +19.4% | -20.6% | -9.7% |
| YTD | -7.6% | +25.4% | -33.0% | -17.7% |
| 1Y | -3.7% | +46.7% | -50.4% | -20.9% |
| All | -3.7% | +46.4% | -50.1% | -20.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling