+142.5%
PSX vs RY
+160.4%
-17.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +1.8% |
| 7D | -7.8% | -0.6% | -7.2% | -7.6% |
| 30D | -9.9% | +6.1% | -16.0% | -11.7% |
| 3M | +16.9% | -3.4% | +20.3% | +18.2% |
| 6M | +48.0% | +12.8% | +35.2% | +39.5% |
| YTD | +98.3% | +21.0% | +77.3% | +80.3% |
| 1Y | +86.2% | +40.5% | +45.7% | +54.9% |
| All | +142.5% | +160.4% | -17.9% | +28.3% |
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