+411.1%
PWR vs RY
+123.4%
+287.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | +11.3% | +0.6% | +10.7% | +10.9% |
| 30D | -8.9% | +5.0% | -13.9% | -12.1% |
| 3M | -10.5% | -5.3% | -5.2% | -6.9% |
| 6M | -22.2% | +13.8% | -36.0% | -29.3% |
| YTD | +42.7% | +21.0% | +21.8% | +23.9% |
| 1Y | +41.1% | +40.5% | +0.6% | +10.1% |
| 3Y | +242.7% | +159.7% | +83.1% | +69.7% |
| All | +411.1% | +123.4% | +287.7% | +171.3% |
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 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