-16.5%
PLTD vs RY
+46.4%
-62.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.0% | -0.6% | +3.4% |
| 7D | +14.4% | +2.5% | +12.0% | +15.3% |
| 30D | +8.6% | +8.4% | +0.2% | +11.6% |
| 3M | -9.2% | +1.2% | -10.4% | -9.2% |
| 6M | -29.5% | +19.4% | -48.9% | -16.8% |
| YTD | -20.2% | +25.4% | -45.6% | +2.0% |
| 1Y | -16.5% | +46.7% | -63.2% | +41.5% |
| All | -16.5% | +46.4% | -62.9% | +41.5% |
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 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