+271.3%
PNC vs RY
+372.5%
-101.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | +0.1% |
| 7D | -0.7% | -0.5% | -0.2% | -0.3% |
| 30D | -4.4% | -1.9% | -2.5% | -2.7% |
| 3M | +4.5% | +5.1% | -0.6% | -0.8% |
| 6M | +19.1% | +28.2% | -9.1% | -7.2% |
| YTD | +18.0% | +22.9% | -4.8% | -4.1% |
| 1Y | +24.1% | +45.5% | -21.4% | -15.0% |
| 3Y | +130.0% | +156.7% | -26.7% | -12.7% |
| 5Y | +50.4% | +137.7% | -87.3% | -38.5% |
| 10Y | +271.3% | +375.5% | -104.2% | -13.3% |
| All | +271.3% | +372.5% | -101.3% | -13.3% |
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