+203.7%
PNC vs RY
+354.4%
-150.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.0% |
| 7D | +0.8% | -0.6% | +1.4% | +1.4% |
| 30D | +6.5% | +6.1% | +0.3% | +0.4% |
| 3M | -7.3% | -3.4% | -3.9% | -4.3% |
| 6M | +8.5% | +12.8% | -4.3% | -4.0% |
| YTD | +14.5% | +21.0% | -6.6% | -5.8% |
| 1Y | +29.1% | +40.5% | -11.4% | -8.5% |
| 3Y | +113.7% | +159.9% | -46.1% | -20.2% |
| 5Y | +35.7% | +125.0% | -89.3% | -41.4% |
| 10Y | +203.7% | +350.6% | -146.9% | -21.9% |
| All | +203.7% | +354.4% | -150.7% | -21.9% |
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 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