+185.5%
PAAS vs RY
+354.4%
-168.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.4% |
| 7D | +4.2% | -0.6% | +4.8% | +4.6% |
| 30D | -13.8% | +6.1% | -19.9% | -16.4% |
| 3M | -22.7% | -3.4% | -19.4% | -21.4% |
| 6M | -32.1% | +12.8% | -44.9% | -36.5% |
| YTD | -22.3% | +21.0% | -43.3% | -29.7% |
| 1Y | +7.7% | +40.5% | -32.8% | -9.8% |
| 3Y | +214.0% | +159.9% | +54.1% | +94.1% |
| 5Y | +63.2% | +125.0% | -61.8% | +7.1% |
| 10Y | +185.5% | +350.6% | -165.1% | +44.5% |
| All | +185.5% | +354.4% | -168.8% | +44.5% |
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 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