+38.6%
RY vs NVDX
-46.8%
+85.5%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.0% | +8.5% | +0.2% |
| 7D | -0.5% | -17.5% | +17.0% | +0.6% |
| 30D | +4.7% | -49.2% | +54.0% | +9.5% |
| 3M | -4.5% | -49.3% | +44.9% | -0.3% |
| 6M | +12.5% | -52.0% | +64.5% | +17.3% |
| YTD | +21.1% | -39.1% | +60.2% | +21.8% |
| 1Y | +38.6% | -45.8% | +84.4% | +38.7% |
| All | +38.6% | -46.8% | +85.5% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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