+151.1%
NBIS vs RY
+45.1%
+106.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | +0.1% |
| 7D | +17.8% | -0.5% | +18.3% | +18.4% |
| 30D | +30.5% | -1.9% | +32.4% | +35.7% |
| 3M | +9.2% | +5.1% | +4.1% | +4.5% |
| 6M | +153.2% | +28.2% | +125.0% | +77.8% |
| YTD | +187.1% | +22.9% | +164.3% | +113.4% |
| 1Y | +151.1% | +45.5% | +105.6% | +67.5% |
| All | +151.1% | +45.1% | +106.0% | +67.5% |
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