+48.9%
NVTS vs RY
+160.3%
-111.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.2% | -6.2% | -6.1% |
| 7D | +3.9% | +0.6% | +3.4% | +3.3% |
| 30D | -4.3% | +5.0% | -9.4% | -11.0% |
| 3M | -34.5% | -5.3% | -29.2% | -27.3% |
| 6M | -57.7% | +13.8% | -71.6% | -65.3% |
| YTD | +25.4% | +21.0% | +4.4% | -7.3% |
| 1Y | +13.1% | +40.5% | -27.3% | -34.4% |
| 3Y | +48.9% | +159.7% | -110.7% | -58.7% |
| All | +48.9% | +160.3% | -111.3% | -58.7% |
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