+45.2%
NU vs RY
+137.6%
-92.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.1% | -1.1% |
| 7D | -2.6% | -0.5% | -2.1% | -2.1% |
| 30D | +8.2% | -1.9% | +10.1% | +10.4% |
| 3M | +26.3% | +5.1% | +21.1% | +19.9% |
| 6M | +2.2% | +28.2% | -25.9% | -20.6% |
| YTD | -10.4% | +22.9% | -33.3% | -27.2% |
| 1Y | -3.0% | +45.5% | -48.5% | -33.4% |
| 3Y | +120.3% | +156.7% | -36.4% | -16.5% |
| All | +45.2% | +137.6% | -92.4% | -51.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling