-59.8%
POET vs RY
+13.3%
-73.1%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +0.6% | +9.7% | +9.4% |
| 7D | +14.5% | -3.0% | +17.5% | +20.7% |
| 30D | -12.8% | +6.3% | -19.0% | -21.5% |
| 3M | -34.9% | -2.6% | -32.3% | -30.8% |
| 6M | -59.8% | +13.9% | -73.7% | -82.1% |
| All | -59.8% | +13.3% | -73.1% | -82.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling