+489.4%
HAL vs RY
+11,573.6%
-11,084.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.1% |
| 7D | +2.9% | +3.1% | -0.2% | +0.6% |
| 30D | +17.0% | -0.3% | +17.4% | +17.1% |
| 3M | -9.7% | +8.7% | -18.3% | -15.6% |
| 6M | +8.6% | +28.5% | -19.9% | -10.9% |
| YTD | +33.0% | +25.1% | +7.9% | +11.1% |
| 1Y | +68.3% | +46.3% | +22.0% | +25.0% |
| 3Y | +0.1% | +154.9% | -154.8% | -51.7% |
| 5Y | +102.6% | +140.3% | -37.7% | +3.9% |
| 10Y | +3.8% | +377.0% | -373.2% | -62.9% |
| All | +489.4% | +11,573.6% | -11,084.3% | -33.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling