+126.5%
POET vs RY
+351.8%
-225.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.4% | -6.4% | -6.5% |
| 7D | +22.3% | -0.5% | +22.9% | +22.7% |
| 30D | -17.6% | +4.7% | -22.3% | -20.3% |
| 3M | -41.3% | -4.5% | -36.8% | -39.1% |
| 6M | -62.1% | +12.5% | -74.6% | -64.9% |
| YTD | -17.7% | +21.1% | -38.8% | -27.5% |
| 1Y | +3.2% | +38.6% | -35.5% | -16.4% |
| 3Y | +294.7% | +160.2% | +134.5% | +115.1% |
| 5Y | -37.2% | +124.7% | -161.9% | -63.1% |
| All | +126.5% | +351.8% | -225.3% | -13.2% |
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