+2,494.8%
NVDL vs RY
+135.5%
+2,359.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.4% | -4.3% | -4.2% |
| 7D | -8.7% | -2.9% | -5.8% | -5.2% |
| 30D | -1.3% | -2.0% | +0.7% | +1.4% |
| 3M | +11.4% | +4.9% | +6.5% | +5.1% |
| 6M | +22.9% | +26.1% | -3.2% | -7.9% |
| YTD | +15.4% | +22.4% | -7.0% | -9.8% |
| 1Y | +18.8% | +44.7% | -26.0% | -24.0% |
| 3Y | +641.4% | +155.7% | +485.7% | +173.7% |
| All | +2,494.8% | +135.5% | +2,359.3% | +894.5% |
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