+818.0%
PODD vs RY
+671.4%
+146.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.3% | -4.9% | -5.3% |
| 7D | -2.1% | -0.9% | -1.2% | -1.4% |
| 30D | +9.0% | +5.9% | +3.2% | +5.4% |
| 3M | +5.2% | -4.3% | +9.4% | +8.1% |
| 6M | -3.2% | +12.1% | -15.3% | -10.6% |
| YTD | -48.5% | +20.3% | -68.7% | -54.6% |
| 1Y | -54.7% | +41.0% | -95.7% | -64.0% |
| 3Y | -7.8% | +157.5% | -165.3% | -50.7% |
| 5Y | -52.4% | +123.2% | -175.6% | -72.2% |
| 10Y | +315.9% | +365.7% | -49.8% | +41.8% |
| All | +818.0% | +671.4% | +146.6% | +67.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling