+1,309.2%
PPL vs RY
+11,266.1%
-9,956.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.9% | +3.7% | +1.7% |
| 7D | +1.0% | -1.1% | +2.1% | +1.4% |
| 30D | +6.8% | +4.4% | +2.4% | +5.2% |
| 3M | +3.9% | -2.9% | +6.8% | +4.7% |
| 6M | -2.0% | +15.6% | -17.6% | -6.8% |
| YTD | +5.3% | +21.8% | -16.5% | -1.8% |
| 1Y | +2.2% | +42.6% | -40.4% | -9.6% |
| 3Y | +56.7% | +160.9% | -104.2% | +12.9% |
| 5Y | +49.1% | +126.1% | -77.0% | +12.1% |
| 10Y | +63.6% | +371.7% | -308.1% | -2.1% |
| All | +1,309.2% | +11,266.1% | -9,956.9% | +372.9% |
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 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