+1,216.5%
PNR vs RY
+11,573.6%
-10,357.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.7% |
| 7D | -2.4% | +3.1% | -5.5% | -4.1% |
| 30D | -12.8% | -0.3% | -12.4% | -12.7% |
| 3M | -17.0% | +8.7% | -25.7% | -21.1% |
| 6M | -37.4% | +28.5% | -66.0% | -45.8% |
| YTD | -41.6% | +25.1% | -66.7% | -48.8% |
| 1Y | -44.6% | +46.3% | -90.9% | -55.5% |
| 3Y | -12.1% | +154.9% | -167.1% | -48.2% |
| 5Y | -17.4% | +140.3% | -157.7% | -49.6% |
| 10Y | +64.0% | +377.0% | -313.0% | -29.1% |
| All | +1,216.5% | +11,573.6% | -10,357.1% | +148.8% |
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