-6.1%
PATH vs RY
+154.9%
-161.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.7% | -15.9% | -16.2% |
| 7D | -16.3% | +3.1% | -19.4% | -17.9% |
| 30D | +9.9% | -0.3% | +10.2% | +10.1% |
| 3M | +30.2% | +8.7% | +21.5% | +22.0% |
| 6M | +37.2% | +28.5% | +8.7% | +12.2% |
| YTD | -7.3% | +25.1% | -32.4% | -22.8% |
| 1Y | +40.0% | +46.3% | -6.3% | +2.3% |
| All | -6.1% | +154.9% | -161.0% | -58.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling