+120.4%
POET vs RY
+354.4%
-233.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.5% |
| 7D | -0.4% | -0.6% | +0.2% | 0.0% |
| 30D | -27.3% | +6.1% | -33.4% | -30.4% |
| 3M | -40.8% | -3.4% | -37.4% | -39.2% |
| 6M | -53.7% | +12.8% | -66.5% | -57.4% |
| YTD | -19.9% | +21.0% | -40.9% | -29.4% |
| 1Y | -4.0% | +40.5% | -44.4% | -22.9% |
| 3Y | +284.1% | +159.9% | +124.2% | +109.3% |
| 5Y | -37.4% | +125.0% | -162.4% | -63.2% |
| 10Y | +120.4% | +350.6% | -230.1% | -14.8% |
| All | +120.4% | +354.4% | -233.9% | -14.8% |
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 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