+131.5%
NBIS vs RY
+27.2%
+104.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.7% | +8.2% | +8.6% |
| 7D | +8.2% | +3.1% | +5.1% | +2.9% |
| 30D | +3.4% | -0.3% | +3.7% | +5.0% |
| 3M | -12.8% | +8.7% | -21.5% | -16.7% |
| 6M | +131.5% | +28.5% | +103.0% | +65.3% |
| All | +131.5% | +27.2% | +104.3% | +65.3% |
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 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