+18,710.3%
NTAP vs RY
+11,253.0%
+7,457.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.6% | +3.4% | +3.6% |
| 7D | -7.8% | -0.6% | -7.2% | -7.4% |
| 30D | -25.8% | +6.1% | -31.9% | -28.4% |
| 3M | -11.2% | -3.4% | -7.9% | -9.4% |
| 6M | +49.9% | +12.8% | +37.1% | +39.1% |
| YTD | +66.9% | +21.0% | +45.8% | +48.1% |
| 1Y | +58.8% | +40.5% | +18.4% | +28.7% |
| 3Y | +140.8% | +159.9% | -19.1% | +33.3% |
| 5Y | +115.0% | +125.0% | -10.0% | +29.2% |
| 10Y | +570.8% | +350.6% | +220.2% | +167.9% |
| All | +18,710.3% | +11,253.0% | +7,457.3% | +1,384.2% |
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