+77.6%
PBR vs RY
+45.9%
+31.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.4% |
| 7D | +2.5% | +2.7% | -0.3% | +2.7% |
| 30D | +19.4% | -1.0% | +20.4% | +19.3% |
| 3M | +20.8% | +7.6% | +13.1% | +20.7% |
| 6M | +23.5% | +29.5% | -6.0% | +22.3% |
| YTD | +83.4% | +24.2% | +59.2% | +83.1% |
| 1Y | +77.6% | +46.4% | +31.2% | +71.4% |
| All | +77.6% | +45.9% | +31.6% | +71.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling