+31.1%
POET vs RY
+372.5%
-341.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.0% | -2.7% | -3.0% |
| 7D | +9.7% | -0.5% | +10.2% | +10.1% |
| 30D | -6.5% | -1.9% | -4.7% | -5.1% |
| 3M | -25.7% | +5.1% | -30.9% | -28.3% |
| 6M | +19.6% | +28.2% | -8.6% | +1.1% |
| YTD | +26.4% | +22.9% | +3.5% | +10.3% |
| 1Y | +50.1% | +45.5% | +4.6% | +18.0% |
| 3Y | +127.9% | +156.7% | -28.8% | +24.3% |
| 5Y | -5.9% | +137.7% | -143.6% | -46.4% |
| 10Y | +31.1% | +375.5% | -344.4% | -46.3% |
| All | +31.1% | +372.5% | -341.4% | -46.3% |
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