-49.6%
NVO vs RY
+159.6%
-209.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.7% |
| 7D | +0.1% | +2.7% | -2.6% | -1.4% |
| 30D | -3.2% | -1.0% | -2.2% | -2.8% |
| 3M | +11.5% | +7.6% | +3.9% | +6.5% |
| 6M | +22.9% | +29.5% | -6.6% | +5.3% |
| YTD | -6.8% | +24.2% | -31.0% | -18.2% |
| 1Y | -12.6% | +46.4% | -59.0% | -29.9% |
| 3Y | -49.6% | +159.4% | -209.0% | -67.9% |
| All | -49.6% | +159.6% | -209.1% | -67.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling