+5.9%
SIRI vs RY
+11,203.6%
-11,197.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.4% |
| 7D | -3.7% | -0.5% | -3.1% | -3.4% |
| 30D | +20.4% | +4.7% | +15.7% | +17.5% |
| 3M | +12.5% | -4.5% | +17.0% | +15.3% |
| 6M | +23.4% | +12.5% | +10.9% | +15.5% |
| YTD | +65.2% | +21.1% | +44.0% | +47.8% |
| 1Y | +52.4% | +38.6% | +13.7% | +26.5% |
| 3Y | -22.6% | +160.2% | -182.8% | -54.4% |
| 5Y | -41.7% | +124.7% | -166.4% | -63.2% |
| 10Y | -7.8% | +352.3% | -360.1% | -60.2% |
| All | +5.9% | +11,203.6% | -11,197.6% | -87.1% |
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