-52.0%
PODD vs RY
+140.8%
-192.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.6% |
| 7D | +1.6% | +3.1% | -1.5% | -0.2% |
| 30D | +10.7% | -0.3% | +11.0% | +10.7% |
| 3M | +0.7% | +8.7% | -7.9% | -5.3% |
| 6M | -39.3% | +28.5% | -67.8% | -48.8% |
| YTD | -48.1% | +25.1% | -73.2% | -55.6% |
| 1Y | -57.4% | +46.3% | -103.7% | -67.2% |
| 3Y | -23.3% | +154.9% | -178.2% | -60.9% |
| All | -52.0% | +140.8% | -192.8% | -74.4% |
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