+2.4%
IQV vs RY
+136.8%
-134.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.8% | +1.8% |
| 7D | -2.2% | -2.2% | 0.0% | -0.8% |
| 30D | +8.3% | -3.6% | +11.8% | +10.8% |
| 3M | +44.6% | +3.9% | +40.6% | +40.2% |
| 6M | +52.6% | +26.4% | +26.2% | +28.7% |
| YTD | +16.1% | +22.3% | -6.2% | -0.1% |
| 1Y | +37.3% | +43.7% | -6.4% | +4.7% |
| 3Y | +21.6% | +154.0% | -132.4% | -40.7% |
| All | +2.4% | +136.8% | -134.4% | -47.6% |
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