-4.0%
SIRI vs RY
+11,573.6%
-11,577.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -2.2% |
| 7D | +1.6% | +3.1% | -1.5% | 0.0% |
| 30D | -4.7% | -0.3% | -4.4% | -4.5% |
| 3M | +5.3% | +8.7% | -3.4% | +0.4% |
| 6M | +30.5% | +28.5% | +2.0% | +13.5% |
| YTD | +49.6% | +25.1% | +24.5% | +31.6% |
| 1Y | +28.5% | +46.3% | -17.8% | +3.7% |
| 3Y | -27.5% | +154.9% | -182.4% | -56.7% |
| 5Y | -44.7% | +140.3% | -184.9% | -66.3% |
| 10Y | -12.6% | +377.0% | -389.7% | -63.4% |
| All | -4.0% | +11,573.6% | -11,577.7% | -88.5% |
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