-98.9%
NVD vs RY
+146.8%
-245.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.3% | -4.2% | -7.2% |
| 7D | +16.8% | -0.9% | +17.7% | +15.5% |
| 30D | +54.3% | +5.9% | +48.5% | +67.0% |
| 3M | +24.3% | -4.3% | +28.5% | +17.9% |
| 6M | +0.6% | +12.1% | -11.5% | +19.7% |
| YTD | -27.7% | +20.3% | -48.0% | -2.3% |
| 1Y | -29.4% | +41.0% | -70.4% | +17.5% |
| 3Y | -98.8% | +157.5% | -256.4% | -96.0% |
| All | -98.9% | +146.8% | -245.7% | -96.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling