+1,031.9%
NBIS vs RY
+75.2%
+956.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.7% | +8.2% | +8.5% |
| 7D | +8.2% | +3.1% | +5.1% | +3.6% |
| 30D | +3.4% | -0.3% | +3.7% | +4.8% |
| 3M | -12.8% | +8.7% | -21.5% | -20.7% |
| 6M | +131.5% | +28.5% | +103.0% | +66.6% |
| YTD | +170.5% | +25.1% | +145.3% | +102.7% |
| 1Y | +248.8% | +46.3% | +202.5% | +114.9% |
| All | +1,031.9% | +75.2% | +956.7% | +371.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling