+9,589.6%
IRM vs RY
+10,664.8%
-1,075.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.6% | +3.4% | +3.7% |
| 7D | -5.1% | -0.6% | -4.5% | -4.7% |
| 30D | -3.3% | +6.1% | -9.4% | -5.6% |
| 3M | -8.2% | -3.4% | -4.8% | -6.7% |
| 6M | -12.8% | +12.8% | -25.5% | -17.1% |
| YTD | +36.6% | +21.0% | +15.6% | +25.8% |
| 1Y | +11.9% | +40.5% | -28.6% | -3.4% |
| 3Y | +105.1% | +159.9% | -54.8% | +35.7% |
| 5Y | +182.4% | +125.0% | +57.4% | +98.1% |
| 10Y | +505.1% | +350.6% | +154.6% | +216.6% |
| All | +9,589.6% | +10,664.8% | -1,075.1% | +1,686.4% |
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