+192.3%
NI vs RY
+355.6%
-163.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.3% |
| 7D | +0.6% | -3.0% | +3.6% | +2.0% |
| 30D | +11.2% | +6.3% | +5.0% | +8.2% |
| 3M | +9.2% | -2.6% | +11.7% | +10.4% |
| 6M | -1.8% | +13.9% | -15.8% | -7.9% |
| YTD | +12.0% | +21.7% | -9.7% | +1.7% |
| 1Y | +6.4% | +40.4% | -34.0% | -9.8% |
| 3Y | +99.4% | +161.3% | -62.0% | +23.9% |
| 5Y | +113.1% | +126.5% | -13.4% | +40.4% |
| 10Y | +192.3% | +354.3% | -162.1% | +36.7% |
| All | +192.3% | +355.6% | -163.4% | +36.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling