+41.8%
NTR vs RY
+46.1%
-4.3%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.6% |
| 7D | +8.1% | +3.1% | +5.0% | +8.3% |
| 30D | +18.8% | -0.3% | +19.1% | +18.7% |
| 3M | +16.2% | +8.7% | +7.6% | +16.4% |
| 6M | +9.8% | +28.5% | -18.8% | +9.7% |
| YTD | +30.9% | +25.1% | +5.8% | +32.1% |
| 1Y | +41.8% | +46.3% | -4.5% | +30.7% |
| All | +41.8% | +46.1% | -4.3% | +30.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling