+575.5%
GIS vs RY
+11,121.0%
-10,545.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.3% | -2.4% |
| 7D | +3.6% | -0.9% | +4.5% | +3.7% |
| 30D | +13.9% | +5.9% | +8.0% | +12.7% |
| 3M | +0.3% | -4.3% | +4.6% | +1.0% |
| 6M | +5.0% | +12.1% | -7.2% | +2.5% |
| YTD | -18.4% | +20.3% | -38.6% | -21.4% |
| 1Y | -17.4% | +41.0% | -58.4% | -22.9% |
| 3Y | -36.9% | +157.5% | -194.5% | -47.7% |
| 5Y | -30.4% | +123.2% | -153.6% | -41.1% |
| 10Y | -13.6% | +365.7% | -379.3% | -37.2% |
| All | +575.5% | +11,121.0% | -10,545.5% | +180.5% |
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