-77.5%
PLTD vs RY
+74.3%
-151.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.7% | +5.3% | +4.0% |
| 7D | +5.9% | +3.1% | +2.8% | +9.0% |
| 30D | -11.6% | -0.3% | -11.3% | -12.0% |
| 3M | -29.9% | +8.7% | -38.6% | -23.3% |
| 6M | -28.5% | +28.5% | -57.1% | -3.1% |
| YTD | -20.4% | +25.1% | -45.5% | +4.9% |
| 1Y | -33.3% | +46.3% | -79.6% | +9.1% |
| All | -77.5% | +74.3% | -151.8% | -43.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling