-2.1%
IGV vs RY
+46.1%
-48.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -2.0% |
| 7D | -4.5% | +3.1% | -7.6% | -5.3% |
| 30D | +3.2% | -0.3% | +3.5% | +3.4% |
| 3M | +4.5% | +8.7% | -4.1% | +0.7% |
| 6M | +22.1% | +28.5% | -6.4% | +7.4% |
| YTD | -1.0% | +25.1% | -26.2% | -11.4% |
| 1Y | -2.1% | +46.3% | -48.4% | -22.3% |
| All | -2.1% | +46.1% | -48.2% | -22.3% |
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