+197.5%
IWD vs RY
+373.9%
-176.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.2% |
| 7D | -0.3% | +3.1% | -3.4% | -2.3% |
| 30D | +0.6% | -0.3% | +0.9% | +0.7% |
| 3M | +7.2% | +8.7% | -1.4% | +1.0% |
| 6M | +16.2% | +28.5% | -12.3% | -2.4% |
| YTD | +23.3% | +25.1% | -1.8% | +5.3% |
| 1Y | +29.6% | +46.3% | -16.7% | -0.7% |
| 3Y | +70.5% | +154.9% | -84.5% | -12.8% |
| 5Y | +73.5% | +140.3% | -66.8% | -8.4% |
| All | +197.5% | +373.9% | -176.5% | +0.1% |
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