+8,390.6%
PWR vs RY
+4,381.6%
+4,009.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +1.2% |
| 7D | +3.6% | +3.1% | +0.5% | +1.4% |
| 30D | -8.6% | -0.3% | -8.3% | -8.4% |
| 3M | -13.2% | +8.7% | -21.8% | -18.1% |
| 6M | +9.9% | +28.5% | -18.6% | -7.6% |
| YTD | +48.0% | +25.1% | +22.9% | +26.5% |
| 1Y | +66.2% | +46.3% | +19.9% | +27.5% |
| 3Y | +195.1% | +154.9% | +40.2% | +53.1% |
| 5Y | +442.6% | +140.3% | +302.3% | +190.5% |
| 10Y | +2,334.2% | +377.0% | +1,957.2% | +728.8% |
| All | +8,390.6% | +4,381.6% | +4,009.0% | +916.2% |
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