+5.7%
POET vs RY
+41.1%
-35.5%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +0.6% | +9.7% | +9.3% |
| 7D | +14.5% | -3.0% | +17.5% | +21.6% |
| 30D | -12.8% | +6.3% | -19.0% | -22.7% |
| 3M | -34.9% | -2.6% | -32.3% | -31.2% |
| 6M | -59.8% | +13.9% | -73.7% | -71.4% |
| YTD | -11.7% | +21.7% | -33.4% | -47.8% |
| 1Y | +5.7% | +40.4% | -34.8% | -59.6% |
| All | +5.7% | +41.1% | -35.5% | -59.6% |
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