+1,119.4%
NBIS vs RY
+73.9%
+1,045.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.8% | +8.5% | +8.8% |
| 7D | +22.2% | +2.7% | +19.5% | +17.5% |
| 30D | +29.7% | -1.0% | +30.7% | +32.7% |
| 3M | +11.9% | +7.6% | +4.2% | +2.9% |
| 6M | +173.0% | +29.5% | +143.5% | +94.3% |
| YTD | +191.4% | +24.2% | +167.2% | +120.5% |
| 1Y | +280.7% | +46.4% | +234.3% | +134.2% |
| All | +1,119.4% | +73.9% | +1,045.5% | +412.8% |
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