+5,011.8%
PSA vs RY
+11,573.6%
-6,561.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.9% |
| 7D | -3.7% | +3.1% | -6.8% | -5.0% |
| 30D | -7.7% | -0.3% | -7.4% | -7.7% |
| 3M | -0.6% | +8.7% | -9.3% | -4.5% |
| 6M | -0.9% | +28.5% | -29.5% | -11.7% |
| YTD | +18.7% | +25.1% | -6.5% | +6.9% |
| 1Y | +7.6% | +46.3% | -38.7% | -9.7% |
| 3Y | +23.7% | +154.9% | -131.3% | -19.6% |
| 5Y | +13.7% | +140.3% | -126.6% | -24.7% |
| 10Y | +98.9% | +377.0% | -278.2% | -6.4% |
| All | +5,011.8% | +11,573.6% | -6,561.8% | +1,138.0% |
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