-77.4%
PLTD vs RY
+68.5%
-145.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.6% | -5.9% | -4.8% |
| 7D | +2.8% | -0.6% | +3.4% | +2.3% |
| 30D | +21.1% | +6.1% | +14.9% | +27.6% |
| 3M | -0.7% | -3.4% | +2.7% | -3.9% |
| 6M | -33.0% | +12.8% | -45.7% | -22.4% |
| YTD | -19.9% | +21.0% | -40.9% | +2.4% |
| 1Y | -13.9% | +40.5% | -54.3% | +34.8% |
| All | -77.4% | +68.5% | -145.9% | -45.2% |
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