+19,472.4%
NTAP vs RY
+11,315.8%
+8,156.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.6% | +3.5% | +3.7% |
| 7D | -2.4% | -3.0% | +0.6% | -0.5% |
| 30D | -23.4% | +6.3% | -29.7% | -26.2% |
| 3M | -7.5% | -2.6% | -4.9% | -6.1% |
| 6M | +56.4% | +13.9% | +42.4% | +44.2% |
| YTD | +73.6% | +21.7% | +51.9% | +53.6% |
| 1Y | +68.4% | +40.4% | +27.9% | +36.5% |
| 3Y | +150.6% | +161.3% | -10.7% | +38.2% |
| 5Y | +122.5% | +126.5% | -4.0% | +33.1% |
| 10Y | +589.7% | +354.3% | +235.4% | +174.1% |
| All | +19,472.4% | +11,315.8% | +8,156.6% | +1,439.3% |
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 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