-4.0%
NVD vs RY
+41.3%
-45.3%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.5% | +0.6% | +19.9% | +21.3% |
| 7D | +43.9% | -0.6% | +44.5% | +42.2% |
| 30D | +74.0% | +6.1% | +67.9% | +88.2% |
| 3M | +48.3% | -3.4% | +51.7% | +41.1% |
| 6M | +30.3% | +12.8% | +17.5% | +59.5% |
| YTD | -12.9% | +21.0% | -33.9% | +27.0% |
| 1Y | -4.0% | +40.5% | -44.4% | +42.3% |
| All | -4.0% | +41.3% | -45.3% | +42.3% |
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