+391.3%
PTC vs RY
+11,266.1%
-10,874.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | +1.4% |
| 7D | -0.1% | -1.1% | +1.0% | +0.5% |
| 30D | +0.8% | +4.4% | -3.6% | -1.9% |
| 3M | +39.6% | -2.9% | +42.5% | +41.3% |
| 6M | +41.5% | +15.6% | +25.9% | +28.3% |
| YTD | +11.7% | +21.8% | -10.1% | -2.3% |
| 1Y | +2.4% | +42.6% | -40.1% | -18.6% |
| 3Y | +31.9% | +160.9% | -129.0% | -28.1% |
| 5Y | +54.5% | +126.1% | -71.6% | -8.7% |
| 10Y | +342.1% | +371.7% | -29.6% | +67.9% |
| All | +391.3% | +11,266.1% | -10,874.8% | -62.2% |
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