+66.8%
IBB vs RY
+154.9%
-88.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.5% |
| 7D | +1.4% | +3.1% | -1.7% | -0.1% |
| 30D | +10.5% | -0.3% | +10.8% | +10.5% |
| 3M | +23.6% | +8.7% | +15.0% | +17.7% |
| 6M | +22.6% | +28.5% | -5.9% | +6.2% |
| YTD | +25.7% | +25.1% | +0.6% | +10.2% |
| 1Y | +51.4% | +46.3% | +5.1% | +21.4% |
| All | +66.8% | +154.9% | -88.1% | -5.2% |
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