+51.1%
NEM vs RY
+46.4%
+4.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +3.0% | +6.9% | +7.1% |
| 7D | +3.7% | +2.5% | +1.2% | +1.6% |
| 30D | +2.0% | +8.4% | -6.5% | -4.6% |
| 3M | +21.1% | +1.2% | +19.9% | +19.2% |
| 6M | +9.5% | +19.4% | -9.9% | -9.2% |
| YTD | +19.1% | +25.4% | -6.4% | -8.2% |
| 1Y | +51.1% | +46.7% | +4.4% | +2.9% |
| All | +51.1% | +46.4% | +4.7% | +2.9% |
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