+194.1%
IP vs RY
+11,573.6%
-11,379.6%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.7% | +2.9% | +2.7% |
| 7D | -5.3% | +3.1% | -8.4% | -7.2% |
| 30D | -10.9% | -0.3% | -10.5% | -10.8% |
| 3M | +11.2% | +8.7% | +2.5% | +5.1% |
| 6M | -10.2% | +28.5% | -38.8% | -24.0% |
| YTD | -2.0% | +25.1% | -27.1% | -15.7% |
| 1Y | -19.1% | +46.3% | -65.4% | -37.2% |
| 3Y | +20.9% | +154.9% | -134.1% | -35.8% |
| 5Y | -17.8% | +140.3% | -158.1% | -54.7% |
| 10Y | +23.5% | +377.0% | -353.5% | -55.6% |
| All | +194.1% | +11,573.6% | -11,379.6% | -72.2% |
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 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