+6.4%
IOVA vs RY
+355.6%
-349.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.4% | -0.3% |
| 7D | -7.0% | -3.0% | -4.0% | -4.7% |
| 30D | -44.4% | +6.3% | -50.7% | -47.0% |
| 3M | +24.7% | -2.6% | +27.2% | +26.2% |
| 6M | +118.6% | +13.9% | +104.7% | +95.7% |
| YTD | +196.3% | +21.7% | +174.7% | +151.5% |
| 1Y | +205.3% | +40.4% | +164.8% | +131.5% |
| 3Y | +103.8% | +161.3% | -57.5% | -1.3% |
| 5Y | -65.6% | +126.5% | -192.0% | -82.1% |
| 10Y | +6.4% | +354.3% | -347.9% | -64.7% |
| All | +6.4% | +355.6% | -349.2% | -64.7% |
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