-93.0%
IOVA vs RY
+570.4%
-663.4%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -2.9% | -8.2% | -9.2% |
| 7D | -19.0% | -1.1% | -17.9% | -18.3% |
| 30D | -40.3% | +4.4% | -44.7% | -41.9% |
| 3M | +78.3% | -2.9% | +81.3% | +80.7% |
| 6M | +94.5% | +15.6% | +78.9% | +76.3% |
| YTD | +183.5% | +21.8% | +161.7% | +148.3% |
| 1Y | +327.6% | +42.6% | +285.0% | +238.9% |
| 3Y | +83.8% | +160.9% | -77.0% | +2.5% |
| 5Y | -69.0% | +126.1% | -195.1% | -81.6% |
| 10Y | +33.4% | +371.7% | -338.3% | -46.6% |
| All | -93.0% | +570.4% | -663.4% | -97.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling