-10.8%
NVTS vs RY
+46.4%
-57.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.0% | +6.0% | +3.5% |
| 7D | -0.3% | +2.5% | -2.8% | -4.4% |
| 30D | -24.4% | +8.4% | -32.8% | -34.5% |
| 3M | -26.5% | +1.2% | -27.7% | -27.8% |
| 6M | -41.4% | +19.4% | -60.8% | -58.5% |
| YTD | +30.7% | +25.4% | +5.2% | -20.8% |
| 1Y | -10.8% | +46.7% | -57.5% | -66.8% |
| All | -10.8% | +46.4% | -57.2% | -66.8% |
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