+131.1%
NTAP vs RY
+140.8%
-9.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.6% |
| 7D | -0.8% | +3.1% | -3.9% | -2.8% |
| 30D | -0.5% | -0.3% | -0.2% | -0.3% |
| 3M | +4.1% | +8.7% | -4.6% | -1.5% |
| 6M | +88.0% | +28.5% | +59.4% | +58.5% |
| YTD | +75.6% | +25.1% | +50.5% | +50.9% |
| 1Y | +58.9% | +46.3% | +12.6% | +22.9% |
| 3Y | +153.6% | +154.9% | -1.4% | +32.4% |
| All | +131.1% | +140.8% | -9.7% | +23.0% |
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