-77.7%
PLTD vs RY
+68.7%
-146.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | 0.0% |
| 7D | -9.8% | -0.5% | -9.2% | -10.1% |
| 30D | +18.9% | +4.7% | +14.2% | +24.0% |
| 3M | -4.2% | -4.5% | +0.2% | -8.3% |
| 6M | -34.8% | +12.5% | -47.4% | -24.8% |
| YTD | -21.1% | +21.1% | -42.3% | +0.9% |
| 1Y | -19.3% | +38.6% | -57.9% | +24.2% |
| All | -77.7% | +68.7% | -146.5% | -45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling