+99.6%
FTI vs RY
+45.9%
+53.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -2.0% |
| 7D | -0.2% | +2.7% | -2.9% | -0.6% |
| 30D | +12.3% | -1.0% | +13.3% | +12.6% |
| 3M | +13.8% | +7.6% | +6.1% | +11.2% |
| 6M | +24.3% | +29.5% | -5.2% | +13.7% |
| YTD | +75.8% | +24.2% | +51.6% | +62.5% |
| 1Y | +99.6% | +46.4% | +53.2% | +76.6% |
| All | +99.6% | +45.9% | +53.7% | +76.6% |
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