+247.3%
POET vs RY
+159.5%
+87.8%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.0% | -1.3% | +20.3% | +20.3% |
| 7D | -2.5% | -0.9% | -1.6% | -1.7% |
| 30D | -31.7% | +5.9% | -37.5% | -35.6% |
| 3M | -40.6% | -4.3% | -36.3% | -37.8% |
| 6M | -47.8% | +12.1% | -60.0% | -53.2% |
| YTD | -19.9% | +20.3% | -40.2% | -32.5% |
| 1Y | -4.7% | +41.0% | -45.7% | -27.2% |
| All | +247.3% | +159.5% | +87.8% | +279.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling