+673.5%
NBIS vs RY
+70.4%
+603.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.6% | +14.9% | +14.7% |
| 7D | +9.3% | -3.0% | +12.3% | +14.8% |
| 30D | -26.4% | +6.3% | -32.6% | -32.2% |
| 3M | -19.9% | -2.6% | -17.4% | -15.8% |
| 6M | -16.9% | +13.9% | -30.8% | -28.7% |
| YTD | +84.8% | +21.7% | +63.1% | +44.5% |
| 1Y | +51.3% | +40.4% | +10.9% | -0.9% |
| All | +673.5% | +70.4% | +603.0% | +236.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling