+123.0%
POET vs RY
+351.1%
-228.1%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.4% | -1.4% |
| 7D | +1.2% | +0.6% | +0.6% | +0.9% |
| 30D | -12.2% | +5.0% | -17.2% | -15.2% |
| 3M | -42.4% | -5.3% | -37.1% | -40.0% |
| 6M | -64.3% | +13.8% | -78.1% | -67.3% |
| YTD | -19.0% | +21.0% | -39.9% | -28.5% |
| 1Y | +9.1% | +40.5% | -31.3% | -12.3% |
| 3Y | +297.7% | +159.7% | +138.0% | +117.1% |
| 5Y | -38.2% | +124.3% | -162.5% | -63.6% |
| All | +123.0% | +351.1% | -228.1% | -14.5% |
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