-20.1%
NVDL vs RY
+46.4%
-66.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +3.0% | -9.1% | -10.0% |
| 7D | -14.0% | +2.5% | -16.5% | -16.9% |
| 30D | -31.2% | +8.4% | -39.6% | -38.6% |
| 3M | -15.5% | +1.2% | -16.7% | -16.6% |
| 6M | -10.3% | +19.4% | -29.6% | -32.6% |
| YTD | -5.8% | +25.4% | -31.2% | -36.3% |
| 1Y | -20.1% | +46.7% | -66.8% | -49.3% |
| All | -20.1% | +46.4% | -66.5% | -49.3% |
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