+31.2%
PTC vs RY
+155.6%
-124.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.6% |
| 7D | -0.2% | -0.9% | +0.7% | 0.0% |
| 30D | +0.8% | +5.9% | -5.1% | -1.2% |
| 3M | +32.1% | -4.3% | +36.4% | +34.1% |
| 6M | +42.6% | +12.1% | +30.5% | +34.2% |
| YTD | +12.0% | +20.3% | -8.3% | +1.6% |
| 1Y | +12.2% | +41.0% | -28.9% | -6.7% |
| 3Y | +31.2% | +157.5% | -126.3% | -16.5% |
| All | +31.2% | +155.6% | -124.4% | -16.5% |
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