+79.2%
IOVA vs RY
+158.9%
-79.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -2.9% | -8.2% | -8.2% |
| 7D | -19.0% | -1.1% | -17.9% | -17.9% |
| 30D | -40.3% | +4.4% | -44.7% | -42.9% |
| 3M | +78.3% | -2.9% | +81.3% | +82.5% |
| 6M | +94.5% | +15.6% | +78.9% | +61.4% |
| YTD | +183.5% | +21.8% | +161.7% | +119.3% |
| 1Y | +327.6% | +42.6% | +285.0% | +168.1% |
| All | +79.2% | +158.9% | -79.7% | -67.3% |
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 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