-51.8%
PODD vs RY
+123.4%
-175.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.2% |
| 7D | +4.1% | +0.6% | +3.5% | +3.7% |
| 30D | +13.9% | +5.0% | +8.8% | +10.8% |
| 3M | +4.1% | -5.3% | +9.4% | +7.6% |
| 6M | +2.4% | +13.8% | -11.4% | -6.7% |
| YTD | -46.4% | +21.0% | -67.3% | -53.2% |
| 1Y | -54.2% | +40.5% | -94.7% | -63.9% |
| 3Y | -6.9% | +159.7% | -166.5% | -53.8% |
| All | -51.8% | +123.4% | -175.2% | -73.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling