+130.6%
IBB vs RY
+354.4%
-223.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.0% | +1.3% |
| 7D | +0.8% | -0.6% | +1.4% | +1.1% |
| 30D | +5.2% | +6.1% | -1.0% | +2.0% |
| 3M | +8.6% | -3.4% | +12.0% | +10.3% |
| 6M | +27.8% | +12.8% | +15.0% | +19.4% |
| YTD | +28.8% | +21.0% | +7.8% | +15.6% |
| 1Y | +36.4% | +40.5% | -4.1% | +13.0% |
| 3Y | +89.3% | +159.9% | -70.5% | +12.4% |
| 5Y | +43.3% | +125.0% | -81.7% | -9.2% |
| 10Y | +130.6% | +350.6% | -219.9% | +4.7% |
| All | +130.6% | +354.4% | -223.7% | +4.7% |
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 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