+6.8%
NOW vs RY
+140.8%
-133.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.6% |
| 7D | -2.4% | +3.1% | -5.5% | -4.1% |
| 30D | +20.5% | -0.3% | +20.8% | +20.4% |
| 3M | +18.3% | +8.7% | +9.7% | +11.6% |
| 6M | +24.1% | +28.5% | -4.5% | +4.6% |
| YTD | -7.8% | +25.1% | -32.9% | -21.1% |
| 1Y | -21.4% | +46.3% | -67.7% | -39.9% |
| 3Y | +19.5% | +154.9% | -135.4% | -40.6% |
| All | +6.8% | +140.8% | -133.9% | -44.6% |
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