+824.1%
PODD vs RY
+702.5%
+121.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.6% |
| 7D | +1.6% | +3.1% | -1.5% | -0.3% |
| 30D | +10.7% | -0.3% | +11.0% | +10.7% |
| 3M | +0.7% | +8.7% | -7.9% | -5.2% |
| 6M | -39.3% | +28.5% | -67.8% | -48.7% |
| YTD | -48.1% | +25.1% | -73.2% | -55.5% |
| 1Y | -57.4% | +46.3% | -103.7% | -67.0% |
| 3Y | -23.3% | +154.9% | -178.2% | -58.8% |
| 5Y | -51.3% | +140.3% | -191.6% | -72.9% |
| 10Y | +242.0% | +377.0% | -135.0% | +14.9% |
| All | +824.1% | +702.5% | +121.6% | +64.6% |
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