-13.5%
HAL vs RY
+158.9%
-172.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.9% | -0.4% | -2.0% |
| 7D | -11.1% | -1.1% | -10.0% | -10.7% |
| 30D | -2.4% | +4.4% | -6.9% | -4.4% |
| 3M | +0.8% | -2.9% | +3.7% | +1.9% |
| 6M | -22.8% | +15.6% | -38.4% | -28.9% |
| YTD | +14.5% | +21.8% | -7.3% | +2.0% |
| 1Y | +20.2% | +42.6% | -22.4% | -2.9% |
| All | -13.5% | +158.9% | -172.4% | -53.1% |
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 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