+188.9%
PAAS vs RY
+360.6%
-171.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.7% | +2.1% |
| 7D | +8.4% | -0.9% | +9.3% | +9.0% |
| 30D | -7.2% | +5.9% | -13.0% | -9.8% |
| 3M | -14.0% | -4.3% | -9.8% | -12.1% |
| 6M | -26.8% | +12.1% | -38.9% | -31.3% |
| YTD | -19.8% | +20.3% | -40.1% | -27.2% |
| 1Y | +22.8% | +41.0% | -18.2% | +2.8% |
| 3Y | +183.6% | +157.5% | +26.1% | +76.3% |
| 5Y | +73.8% | +123.2% | -49.4% | +14.6% |
| All | +188.9% | +360.6% | -171.7% | +43.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling