+37.9%
IBB vs RY
+42.5%
-4.6%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.3% | +2.2% |
| 7D | +2.7% | -0.2% | +2.9% | +2.9% |
| 30D | +6.3% | +7.1% | -0.7% | +4.1% |
| 3M | +11.1% | -2.7% | +13.7% | +11.9% |
| 6M | +29.2% | +13.8% | +15.5% | +20.4% |
| YTD | +30.2% | +22.1% | +8.2% | +14.9% |
| All | +37.9% | +42.5% | -4.6% | +10.5% |
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