+2,111.6%
NOW vs RY
+596.9%
+1,514.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.4% | -2.1% |
| 7D | -27.5% | +2.5% | -30.0% | -28.6% |
| 30D | -20.0% | +8.4% | -28.5% | -23.9% |
| 3M | -7.9% | +1.2% | -9.1% | -9.1% |
| 6M | +18.3% | +19.4% | -1.0% | +5.2% |
| YTD | -29.0% | +25.4% | -54.4% | -39.1% |
| 1Y | -38.7% | +46.7% | -85.4% | -52.4% |
| 3Y | -10.3% | +168.6% | -179.0% | -53.0% |
| 5Y | -22.5% | +132.3% | -154.8% | -55.3% |
| 10Y | +553.8% | +385.7% | +168.2% | +140.1% |
| All | +2,111.6% | +596.9% | +1,514.7% | +672.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling