+7.7%
SIRI vs RY
+11,253.8%
-11,246.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.2% |
| 7D | -2.6% | -3.0% | +0.4% | -1.0% |
| 30D | +22.2% | +6.3% | +16.0% | +18.3% |
| 3M | +14.1% | -2.6% | +16.7% | +15.7% |
| 6M | +22.5% | +13.9% | +8.6% | +13.8% |
| YTD | +67.9% | +21.7% | +46.2% | +49.8% |
| 1Y | +54.6% | +40.4% | +14.1% | +27.5% |
| 3Y | -21.3% | +161.3% | -182.7% | -53.8% |
| 5Y | -40.4% | +126.5% | -166.8% | -62.5% |
| 10Y | -6.2% | +354.3% | -360.6% | -59.7% |
| All | +7.7% | +11,253.8% | -11,246.1% | -86.9% |
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