+113.9%
NVTS vs RY
+45.9%
+68.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.4% | +3.2% |
| 7D | +9.7% | +2.7% | +7.0% | +3.6% |
| 30D | -13.6% | -1.0% | -12.6% | -11.9% |
| 3M | -51.0% | +7.6% | -58.6% | -58.4% |
| 6M | +46.3% | +29.5% | +16.9% | -22.0% |
| YTD | +68.1% | +24.2% | +43.9% | +0.4% |
| 1Y | +113.9% | +46.4% | +67.5% | -28.9% |
| All | +113.9% | +45.9% | +68.0% | -28.9% |
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 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