+140.8%
NTAP vs RY
+160.5%
-19.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.6% | +3.4% | +3.6% |
| 7D | -7.8% | -0.6% | -7.2% | -7.3% |
| 30D | -25.8% | +6.1% | -31.9% | -28.1% |
| 3M | -11.2% | -3.4% | -7.9% | -9.2% |
| 6M | +49.9% | +12.8% | +37.1% | +39.5% |
| YTD | +66.9% | +21.0% | +45.8% | +48.5% |
| 1Y | +58.8% | +40.5% | +18.4% | +28.8% |
| 3Y | +140.8% | +159.9% | -19.1% | +26.3% |
| All | +140.8% | +160.5% | -19.7% | +26.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling