+112.5%
NET vs RY
+140.8%
-28.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.3% |
| 7D | -7.0% | +3.1% | -10.1% | -9.8% |
| 30D | -4.8% | -0.3% | -4.5% | -4.6% |
| 3M | +3.8% | +8.7% | -4.8% | -5.3% |
| 6M | +50.0% | +28.5% | +21.5% | +13.8% |
| YTD | +41.5% | +25.1% | +16.4% | +10.2% |
| 1Y | +32.8% | +46.3% | -13.5% | -13.2% |
| 3Y | +335.9% | +154.9% | +180.9% | +42.0% |
| All | +112.5% | +140.8% | -28.3% | -24.6% |
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