+181.3%
HALO vs RY
+159.6%
+21.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -1.0% | -1.4% |
| 7D | +0.5% | +2.7% | -2.2% | -0.6% |
| 30D | +5.0% | -1.0% | +6.0% | +5.3% |
| 3M | +53.1% | +7.6% | +45.5% | +47.0% |
| 6M | +60.8% | +29.5% | +31.3% | +40.4% |
| YTD | +60.9% | +24.2% | +36.8% | +43.3% |
| 1Y | +42.8% | +46.4% | -3.6% | +16.3% |
| 3Y | +181.3% | +159.4% | +21.8% | +56.8% |
| All | +181.3% | +159.6% | +21.7% | +56.8% |
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 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