-13.7%
HAL vs RY
+155.6%
-169.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.3% |
| 7D | -12.0% | -0.9% | -11.1% | -11.7% |
| 30D | +0.3% | +5.9% | -5.6% | -2.3% |
| 3M | -1.6% | -4.3% | +2.7% | +0.1% |
| 6M | -20.5% | +12.1% | -32.6% | -25.7% |
| YTD | +14.2% | +20.3% | -6.0% | +2.3% |
| 1Y | +18.9% | +41.0% | -22.1% | -3.5% |
| 3Y | -13.7% | +157.5% | -171.3% | -52.9% |
| All | -13.7% | +155.6% | -169.3% | -52.9% |
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