-3.0%
FISV vs RY
+372.5%
-375.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.3% | -3.6% |
| 7D | -6.4% | -0.5% | -5.9% | -6.0% |
| 30D | -6.8% | -1.9% | -4.9% | -5.7% |
| 3M | -10.0% | +5.1% | -15.1% | -13.5% |
| 6M | -20.6% | +28.2% | -48.8% | -33.7% |
| YTD | -27.6% | +22.9% | -50.4% | -37.8% |
| 1Y | -64.3% | +45.5% | -109.8% | -72.6% |
| 3Y | -60.0% | +156.7% | -216.7% | -79.9% |
| 5Y | -57.7% | +137.7% | -195.4% | -77.8% |
| 10Y | -3.0% | +375.5% | -378.5% | -68.7% |
| All | -3.0% | +372.5% | -375.5% | -68.7% |
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