-81.1%
PATH vs RY
+166.6%
-247.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.9% | -0.8% | -1.1% |
| 7D | -5.6% | -1.1% | -4.5% | -4.7% |
| 30D | -0.7% | +4.4% | -5.1% | -4.5% |
| 3M | -5.9% | -2.9% | -2.9% | -3.6% |
| 6M | +21.6% | +15.6% | +6.0% | +4.7% |
| YTD | -20.6% | +21.8% | -42.4% | -35.8% |
| 1Y | -10.6% | +42.6% | -53.2% | -38.2% |
| 3Y | -24.9% | +160.9% | -185.8% | -73.1% |
| 5Y | -76.8% | +126.1% | -202.9% | -90.0% |
| All | -81.1% | +166.6% | -247.8% | -89.2% |
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