+74.0%
NTR vs RY
+240.9%
-166.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.2% |
| 7D | -0.3% | +0.6% | -0.9% | -0.8% |
| 30D | +2.0% | +5.0% | -3.1% | -2.1% |
| 3M | +6.4% | -5.3% | +11.7% | +10.6% |
| 6M | +1.6% | +13.8% | -12.2% | -9.7% |
| YTD | +18.2% | +21.0% | -2.7% | -1.0% |
| 1Y | +23.9% | +40.5% | -16.6% | -8.9% |
| 3Y | +44.7% | +159.7% | -115.0% | -40.2% |
| 5Y | +21.3% | +124.3% | -103.0% | -42.8% |
| All | +74.0% | +240.9% | -166.9% | -42.8% |
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