+2,292.5%
HALO vs RY
+1,932.5%
+359.9%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.8% | -1.6% |
| 7D | -22.0% | -3.0% | -19.0% | -20.2% |
| 30D | -8.5% | +6.3% | -14.7% | -11.9% |
| 3M | -0.9% | -2.6% | +1.7% | +0.7% |
| 6M | +53.1% | +13.9% | +39.2% | +39.5% |
| YTD | +51.1% | +21.7% | +29.4% | +31.4% |
| 1Y | +45.0% | +40.4% | +4.5% | +14.3% |
| 3Y | +173.0% | +161.3% | +11.6% | +39.6% |
| 5Y | +163.6% | +126.5% | +37.2% | +46.4% |
| 10Y | +708.3% | +354.3% | +353.9% | +166.0% |
| All | +2,292.5% | +1,932.5% | +359.9% | +244.2% |
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