+74.9%
IWD vs RY
+140.8%
-65.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.3% |
| 7D | -0.3% | +3.1% | -3.4% | -2.0% |
| 30D | +0.6% | -0.3% | +0.9% | +0.7% |
| 3M | +7.2% | +8.7% | -1.4% | +1.9% |
| 6M | +16.2% | +28.5% | -12.3% | 0.0% |
| YTD | +23.3% | +25.1% | -1.8% | +7.7% |
| 1Y | +29.6% | +46.3% | -16.7% | +3.0% |
| 3Y | +70.5% | +154.9% | -84.5% | -5.0% |
| All | +74.9% | +140.8% | -65.8% | -0.5% |
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