-1.3%
IWF vs RY
+46.4%
-47.7%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.0% | -2.6% | -1.1% |
| 7D | -4.2% | +2.5% | -6.6% | -5.3% |
| 30D | -8.1% | +8.4% | -16.6% | -11.8% |
| 3M | -5.1% | +1.2% | -6.3% | -5.6% |
| 6M | -1.4% | +19.4% | -20.8% | -11.1% |
| YTD | -0.1% | +25.4% | -25.5% | -13.7% |
| 1Y | -1.3% | +46.7% | -48.0% | -20.8% |
| All | -1.3% | +46.4% | -47.7% | -20.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling