+50.1%
POET vs RY
+45.1%
+5.0%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.0% | -2.7% | -1.8% |
| 7D | +9.7% | -0.5% | +10.2% | +10.4% |
| 30D | -6.5% | -1.9% | -4.7% | -3.0% |
| 3M | -25.7% | +5.1% | -30.9% | -34.3% |
| 6M | +19.6% | +28.2% | -8.6% | -32.5% |
| YTD | +26.4% | +22.9% | +3.5% | -22.4% |
| 1Y | +50.1% | +45.5% | +4.6% | -15.8% |
| All | +50.1% | +45.1% | +5.0% | -15.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling