+60.1%
PTC vs RY
+127.1%
-67.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | -0.3% |
| 7D | +0.8% | -0.2% | +1.0% | +0.8% |
| 30D | +0.7% | +7.1% | -6.3% | -2.8% |
| 3M | +32.6% | -2.7% | +35.3% | +34.0% |
| 6M | +33.6% | +13.8% | +19.8% | +22.8% |
| YTD | +12.4% | +22.1% | -9.6% | -1.3% |
| 1Y | +11.2% | +43.1% | -31.8% | -11.6% |
| 3Y | +31.7% | +163.6% | -131.9% | -30.4% |
| 5Y | +60.1% | +126.2% | -66.2% | -3.1% |
| All | +60.1% | +127.1% | -67.0% | -3.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling