+92.6%
IOVA vs RY
+160.3%
-67.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.9% |
| 7D | -3.5% | +0.6% | -4.1% | -4.0% |
| 30D | -45.4% | +5.0% | -50.4% | -48.1% |
| 3M | +19.0% | -5.3% | +24.3% | +25.1% |
| 6M | +112.0% | +13.8% | +98.2% | +79.0% |
| YTD | +184.2% | +21.0% | +163.3% | +121.3% |
| 1Y | +222.0% | +40.5% | +181.5% | +105.1% |
| 3Y | +92.6% | +159.7% | -67.1% | -64.1% |
| All | +92.6% | +160.3% | -67.7% | -64.1% |
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