-2.5%
HAL vs RY
+154.9%
-157.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.3% |
| 7D | +2.9% | +3.1% | -0.2% | +1.6% |
| 30D | +17.0% | -0.3% | +17.4% | +17.1% |
| 3M | -9.7% | +8.7% | -18.3% | -13.5% |
| 6M | +8.6% | +28.5% | -19.9% | -4.8% |
| YTD | +33.0% | +25.1% | +7.9% | +18.1% |
| 1Y | +68.3% | +46.3% | +22.0% | +36.7% |
| All | -2.5% | +154.9% | -157.4% | -40.6% |
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