+71.3%
PAAS vs RY
+124.6%
-53.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.9% | +0.7% | 0.0% |
| 7D | -0.4% | -1.1% | +0.7% | +0.6% |
| 30D | -11.6% | +4.4% | -16.1% | -14.3% |
| 3M | -15.6% | -2.9% | -12.6% | -13.8% |
| 6M | -19.1% | +15.6% | -34.7% | -27.9% |
| YTD | -20.9% | +21.8% | -42.8% | -32.0% |
| 1Y | +21.3% | +42.6% | -21.3% | -6.8% |
| 3Y | +177.4% | +160.9% | +16.5% | +36.4% |
| 5Y | +71.3% | +126.1% | -54.7% | -12.3% |
| All | +71.3% | +124.6% | -53.3% | -12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling