+21.4%
IQV vs RY
+159.6%
-138.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -2.8% |
| 7D | +0.3% | +2.7% | -2.4% | -1.1% |
| 30D | +8.6% | -1.0% | +9.6% | +9.0% |
| 3M | +41.1% | +7.6% | +33.5% | +34.4% |
| 6M | +48.6% | +29.5% | +19.1% | +25.8% |
| YTD | +15.0% | +24.2% | -9.2% | -0.3% |
| 1Y | +38.1% | +46.4% | -8.3% | +6.7% |
| 3Y | +21.4% | +159.4% | -138.0% | -40.8% |
| All | +21.4% | +159.6% | -138.2% | -40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling