+330.4%
PODD vs RY
+351.8%
-21.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -4.4% | -0.5% | -3.8% | -4.1% |
| 30D | +8.1% | +4.7% | +3.3% | +5.8% |
| 3M | +2.9% | -4.5% | +7.4% | +5.3% |
| 6M | -5.7% | +12.5% | -18.3% | -11.8% |
| YTD | -47.5% | +21.1% | -68.6% | -52.8% |
| 1Y | -55.7% | +38.6% | -94.3% | -62.9% |
| 3Y | -3.7% | +160.2% | -163.9% | -42.4% |
| 5Y | -52.6% | +124.7% | -177.3% | -69.5% |
| All | +330.4% | +351.8% | -21.5% | +91.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling