+129.6%
IBB vs RY
+373.9%
-244.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.5% |
| 7D | +1.4% | +3.1% | -1.7% | -0.2% |
| 30D | +10.5% | -0.3% | +10.8% | +10.5% |
| 3M | +23.6% | +8.7% | +15.0% | +17.9% |
| 6M | +22.6% | +28.5% | -5.9% | +6.8% |
| YTD | +25.7% | +25.1% | +0.6% | +10.9% |
| 1Y | +51.4% | +46.3% | +5.1% | +22.7% |
| 3Y | +64.4% | +154.9% | -90.6% | -1.8% |
| 5Y | +22.1% | +140.3% | -118.1% | -25.4% |
| All | +129.6% | +373.9% | -244.3% | -2.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling