+45.5%
IOVA vs RY
+154.9%
-109.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.8% |
| 7D | +9.7% | +3.1% | +6.6% | +6.3% |
| 30D | +102.5% | -0.3% | +102.9% | +102.2% |
| 3M | +100.7% | +8.7% | +92.0% | +80.9% |
| 6M | +106.3% | +28.5% | +77.8% | +53.3% |
| YTD | +222.0% | +25.1% | +196.9% | +145.6% |
| 1Y | +299.5% | +46.3% | +253.3% | +150.7% |
| All | +45.5% | +154.9% | -109.3% | -61.6% |
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