+308.9%
PODD vs RY
+354.4%
-45.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.4% | +0.7% |
| 7D | -4.4% | -0.6% | -3.8% | -4.0% |
| 30D | +9.4% | +6.1% | +3.3% | +6.4% |
| 3M | +3.6% | -3.4% | +7.0% | +5.4% |
| 6M | -4.0% | +12.8% | -16.7% | -10.2% |
| YTD | -47.9% | +21.0% | -68.9% | -53.1% |
| 1Y | -53.8% | +40.5% | -94.2% | -61.5% |
| 3Y | -4.5% | +159.9% | -164.4% | -42.8% |
| 5Y | -51.9% | +125.0% | -176.8% | -69.1% |
| 10Y | +308.9% | +350.6% | -41.7% | +80.5% |
| All | +308.9% | +354.4% | -45.5% | +80.5% |
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