+248.1%
IOVA vs RY
+40.6%
+207.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.3% | +5.2% | +4.3% |
| 7D | -5.2% | -0.9% | -4.3% | -4.5% |
| 30D | -37.8% | +5.9% | -43.6% | -38.6% |
| 3M | +29.5% | -4.3% | +33.7% | +31.9% |
| 6M | +96.6% | +12.1% | +84.5% | +82.5% |
| YTD | +194.5% | +20.3% | +174.2% | +155.4% |
| 1Y | +248.1% | +41.0% | +207.0% | +139.8% |
| All | +248.1% | +40.6% | +207.5% | +139.8% |
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 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