+37.2%
IBB vs RY
+122.0%
-84.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +3.0% | +2.4% |
| 7D | -1.8% | -0.9% | -0.9% | -1.3% |
| 30D | +5.1% | +5.9% | -0.8% | +2.1% |
| 3M | +10.7% | -4.3% | +15.0% | +13.0% |
| 6M | +22.9% | +12.1% | +10.8% | +14.9% |
| YTD | +26.7% | +20.3% | +6.4% | +13.8% |
| 1Y | +35.1% | +41.0% | -5.9% | +11.1% |
| 3Y | +80.2% | +157.5% | -77.3% | +6.0% |
| All | +37.2% | +122.0% | -84.8% | -11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling