-65.5%
IOVA vs RY
+123.9%
-189.4%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | 0.0% |
| 7D | -8.5% | -0.6% | -7.9% | -8.0% |
| 30D | -44.7% | +6.1% | -50.9% | -47.4% |
| 3M | +26.2% | -3.4% | +29.6% | +28.9% |
| 6M | +123.2% | +12.8% | +110.4% | +98.7% |
| YTD | +196.0% | +21.0% | +175.0% | +146.9% |
| 1Y | +240.9% | +40.5% | +200.5% | +148.7% |
| 3Y | +103.5% | +159.9% | -56.4% | -8.5% |
| 5Y | -65.5% | +125.0% | -190.4% | -83.2% |
| All | -65.5% | +123.9% | -189.4% | -83.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling