-23.9%
SIRI vs RY
+159.6%
-183.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.2% |
| 7D | +4.3% | +2.7% | +1.6% | +2.6% |
| 30D | -2.8% | -1.0% | -1.8% | -2.3% |
| 3M | +5.9% | +7.6% | -1.7% | +0.5% |
| 6M | +31.9% | +29.5% | +2.5% | +10.4% |
| YTD | +48.7% | +24.2% | +24.5% | +27.3% |
| 1Y | +23.2% | +46.4% | -23.2% | -7.6% |
| 3Y | -23.9% | +159.4% | -183.3% | -65.6% |
| All | -23.9% | +159.6% | -183.4% | -65.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling