+7,255.1%
PWR vs RY
+4,207.9%
+3,047.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.3% | +7.5% | +7.1% |
| 7D | -12.9% | -0.9% | -12.0% | -12.5% |
| 30D | -22.8% | +5.9% | -28.7% | -26.0% |
| 3M | -19.0% | -4.3% | -14.7% | -16.7% |
| 6M | -31.1% | +12.1% | -43.2% | -36.6% |
| YTD | +28.2% | +20.3% | +8.0% | +12.4% |
| 1Y | +22.2% | +41.0% | -18.8% | -4.0% |
| 3Y | +222.1% | +157.5% | +64.6% | +65.3% |
| 5Y | +364.1% | +123.2% | +240.9% | +161.3% |
| 10Y | +1,864.5% | +365.7% | +1,498.8% | +579.2% |
| All | +7,255.1% | +4,207.9% | +3,047.2% | +802.8% |
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