+26.9%
FISV vs RY
+354.4%
-327.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.3% |
| 7D | +8.4% | -0.6% | +9.0% | +8.8% |
| 30D | +38.8% | +6.1% | +32.6% | +33.1% |
| 3M | +21.3% | -3.4% | +24.6% | +23.8% |
| 6M | +14.1% | +12.8% | +1.3% | +4.1% |
| YTD | -5.7% | +21.0% | -26.7% | -18.4% |
| 1Y | -0.8% | +40.5% | -41.2% | -22.8% |
| 3Y | -47.9% | +159.9% | -207.8% | -74.1% |
| 5Y | -36.8% | +125.0% | -161.8% | -65.5% |
| 10Y | +26.9% | +350.6% | -323.7% | -56.3% |
| All | +26.9% | +354.4% | -327.5% | -56.3% |
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 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