+84.9%
IWD vs RY
+160.3%
-75.4%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | +2.3% | +0.6% | +1.7% | +2.0% |
| 30D | +3.6% | +5.0% | -1.5% | +1.2% |
| 3M | +2.2% | -5.3% | +7.5% | +4.8% |
| 6M | +13.0% | +13.8% | -0.9% | +5.4% |
| YTD | +26.5% | +21.0% | +5.6% | +14.2% |
| 1Y | +30.1% | +40.5% | -10.4% | +8.5% |
| 3Y | +84.9% | +159.7% | -74.8% | +13.3% |
| All | +84.9% | +160.3% | -75.4% | +13.3% |
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