+46.7%
RY vs PSLV
+7.9%
+38.8%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +6.0% | -3.0% | +2.6% |
| 7D | +2.5% | -2.6% | +5.1% | +2.6% |
| 30D | +8.4% | -14.2% | +22.6% | +9.5% |
| 3M | +1.2% | -12.2% | +13.5% | +2.0% |
| 6M | +19.4% | -28.1% | +47.4% | +21.4% |
| YTD | +25.4% | -28.2% | +53.6% | +28.5% |
| 1Y | +46.7% | +9.1% | +37.6% | +47.6% |
| All | +46.7% | +7.9% | +38.8% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 1y: compounded portfolio wealth divided by compounded PSLV 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…
1y analysis · Full analysis span regression · 6 months rolling