+5,670.4%
PSA vs RY
+11,121.0%
-5,450.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.3% |
| 7D | +3.9% | -0.9% | +4.8% | +4.3% |
| 30D | +19.7% | +5.9% | +13.8% | +16.6% |
| 3M | +4.3% | -4.3% | +8.5% | +6.2% |
| 6M | +11.4% | +12.1% | -0.8% | +5.4% |
| YTD | +33.9% | +20.3% | +13.7% | +22.8% |
| 1Y | +28.3% | +41.0% | -12.7% | +9.4% |
| 3Y | +53.5% | +157.5% | -104.1% | -0.6% |
| 5Y | +30.6% | +123.2% | -92.6% | -10.5% |
| 10Y | +145.8% | +365.7% | -219.9% | +16.9% |
| All | +5,670.4% | +11,121.0% | -5,450.6% | +1,322.0% |
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