+196.2%
PAAS vs RY
+351.1%
-154.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -8.9% | +0.6% | -9.5% | -9.2% |
| 30D | -11.4% | +5.0% | -16.4% | -13.6% |
| 3M | -20.4% | -5.3% | -15.1% | -18.1% |
| 6M | -40.7% | +13.8% | -54.5% | -44.8% |
| YTD | -26.9% | +21.0% | -47.9% | -33.9% |
| 1Y | -3.1% | +40.5% | -43.6% | -18.7% |
| 3Y | +199.3% | +159.7% | +39.6% | +85.3% |
| 5Y | +48.3% | +124.3% | -76.0% | -2.5% |
| All | +196.2% | +351.1% | -154.9% | +55.6% |
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