-3.5%
PTC vs RY
+154.9%
-158.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.7% | -5.3% | -5.8% |
| 7D | -10.3% | +3.1% | -13.4% | -11.3% |
| 30D | +1.1% | -0.3% | +1.5% | +1.2% |
| 3M | +1.6% | +8.7% | -7.1% | -2.6% |
| 6M | -13.5% | +28.5% | -42.0% | -23.9% |
| YTD | -19.1% | +25.1% | -44.2% | -27.9% |
| 1Y | -33.9% | +46.3% | -80.2% | -46.0% |
| All | -3.5% | +154.9% | -158.4% | -42.8% |
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