+553.4%
IQV vs RY
+431.2%
+122.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +0.8% |
| 7D | +4.8% | -0.6% | +5.4% | +5.0% |
| 30D | +5.9% | +6.1% | -0.3% | +1.8% |
| 3M | +13.7% | -3.4% | +17.1% | +15.8% |
| 6M | +54.0% | +12.8% | +41.2% | +41.3% |
| YTD | +22.1% | +21.0% | +1.1% | +6.6% |
| 1Y | +29.1% | +40.5% | -11.3% | +2.0% |
| 3Y | +40.4% | +159.9% | -119.5% | -26.8% |
| 5Y | +9.1% | +125.0% | -115.8% | -37.6% |
| 10Y | +251.2% | +350.6% | -99.3% | +36.7% |
| All | +553.4% | +431.2% | +122.2% | +148.2% |
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