+1,980.5%
NOW vs RY
+576.9%
+1,403.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.9% | -3.1% | -4.3% |
| 7D | -6.7% | -1.1% | -5.6% | -6.0% |
| 30D | -25.8% | +4.4% | -30.2% | -27.8% |
| 3M | -12.7% | -2.9% | -9.7% | -11.6% |
| 6M | +11.2% | +15.6% | -4.3% | +0.8% |
| YTD | -33.2% | +21.8% | -55.0% | -41.7% |
| 1Y | -41.8% | +42.6% | -84.4% | -54.1% |
| 3Y | -15.7% | +160.9% | -176.5% | -55.0% |
| 5Y | -26.0% | +126.1% | -152.1% | -56.7% |
| 10Y | +515.1% | +371.7% | +143.4% | +129.9% |
| All | +1,980.5% | +576.9% | +1,403.6% | +639.8% |
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