+159.5%
HALO vs RY
+135.2%
+24.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | -3.4% | -2.9% | -0.5% | -2.0% |
| 30D | +4.3% | -2.0% | +6.3% | +5.2% |
| 3M | +51.8% | +4.9% | +46.9% | +47.4% |
| 6M | +57.8% | +26.1% | +31.7% | +38.8% |
| YTD | +59.0% | +22.4% | +36.6% | +41.8% |
| 1Y | +41.2% | +44.7% | -3.6% | +14.7% |
| 3Y | +177.8% | +155.7% | +22.2% | +61.9% |
| 5Y | +159.5% | +137.7% | +21.8% | +53.0% |
| All | +159.5% | +135.2% | +24.2% | +53.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling