-3.2%
NU vs RY
+44.8%
-48.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.6% |
| 7D | -4.2% | -2.9% | -1.3% | -0.9% |
| 30D | +10.0% | -2.0% | +12.1% | +12.7% |
| 3M | +29.3% | +4.9% | +24.4% | +21.0% |
| 6M | +0.9% | +26.1% | -25.2% | -26.1% |
| YTD | -10.3% | +22.4% | -32.6% | -31.4% |
| 1Y | -3.2% | +44.7% | -47.9% | -38.6% |
| All | -3.2% | +44.8% | -48.0% | -38.6% |
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