+52.7%
PSA vs RY
+160.7%
-108.0%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | -2.1% | -0.5% | -1.6% | -1.8% |
| 30D | +15.6% | +4.7% | +10.8% | +12.9% |
| 3M | +4.1% | -4.5% | +8.6% | +6.3% |
| 6M | +9.2% | +12.5% | -3.4% | +1.9% |
| YTD | +32.3% | +21.1% | +11.2% | +18.5% |
| 1Y | +26.2% | +38.6% | -12.5% | +4.9% |
| All | +52.7% | +160.7% | -108.0% | -15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling