+233.4%
IQV vs RY
+372.5%
-139.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.2% | -0.1% |
| 7D | -2.6% | -0.5% | -2.1% | -2.2% |
| 30D | +6.2% | -1.9% | +8.1% | +7.5% |
| 3M | +38.0% | +5.1% | +32.8% | +32.2% |
| 6M | +43.9% | +28.2% | +15.8% | +18.1% |
| YTD | +14.0% | +22.9% | -8.9% | -3.8% |
| 1Y | +35.5% | +45.5% | -10.0% | +0.1% |
| 3Y | +20.3% | +156.7% | -136.3% | -44.2% |
| 5Y | -1.6% | +137.7% | -139.4% | -51.9% |
| 10Y | +233.4% | +375.5% | -142.1% | +0.8% |
| All | +233.4% | +372.5% | -139.1% | +0.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling