+1,978.4%
PNC vs RY
+11,121.0%
-9,142.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | +0.4% |
| 7D | -1.1% | -0.9% | -0.2% | -0.4% |
| 30D | +4.5% | +5.9% | -1.4% | -0.2% |
| 3M | -10.0% | -4.3% | -5.7% | -7.0% |
| 6M | +3.1% | +12.1% | -9.0% | -6.0% |
| YTD | +11.5% | +20.3% | -8.7% | -3.8% |
| 1Y | +27.3% | +41.0% | -13.7% | -3.3% |
| 3Y | +106.4% | +157.5% | -51.2% | -2.9% |
| 5Y | +31.1% | +123.2% | -92.1% | -30.6% |
| 10Y | +231.3% | +365.7% | -134.4% | +3.1% |
| All | +1,978.4% | +11,121.0% | -9,142.7% | +13.8% |
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