-63.3%
IOVA vs RY
+140.8%
-204.1%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.6% |
| 7D | +9.7% | +3.1% | +6.6% | +6.9% |
| 30D | +102.5% | -0.3% | +102.9% | +102.3% |
| 3M | +100.7% | +8.7% | +92.0% | +85.3% |
| 6M | +106.3% | +28.5% | +77.8% | +64.2% |
| YTD | +222.0% | +25.1% | +196.9% | +161.7% |
| 1Y | +299.5% | +46.3% | +253.3% | +182.0% |
| 3Y | +42.9% | +154.9% | -112.0% | -36.3% |
| All | -63.3% | +140.8% | -204.1% | -83.9% |
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