-2.2%
POET vs RY
+140.3%
-142.5%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.8% | +5.7% | +5.5% |
| 7D | +17.0% | +2.7% | +14.3% | +14.5% |
| 30D | -6.7% | -1.0% | -5.7% | -5.9% |
| 3M | -32.3% | +7.6% | -40.0% | -36.1% |
| 6M | +32.3% | +29.5% | +2.9% | +9.8% |
| YTD | +31.3% | +24.2% | +7.1% | +12.4% |
| 1Y | +55.3% | +46.4% | +8.9% | +20.9% |
| 3Y | +136.8% | +159.4% | -22.7% | +41.7% |
| 5Y | -2.2% | +141.8% | -144.1% | -43.3% |
| All | -2.2% | +140.3% | -142.5% | -43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling