+322.4%
NET vs RY
+166.5%
+155.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.0% | -5.6% | -4.3% |
| 7D | -16.4% | +2.5% | -18.8% | -17.6% |
| 30D | -25.8% | +8.4% | -34.3% | -29.4% |
| 3M | -11.5% | +1.2% | -12.8% | -12.3% |
| 6M | +18.9% | +19.4% | -0.4% | +5.5% |
| YTD | +35.2% | +25.4% | +9.8% | +15.3% |
| 1Y | +14.5% | +46.7% | -32.2% | -13.1% |
| All | +322.4% | +166.5% | +155.9% | +111.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling