+190.7%
HAS vs RY
+158.9%
+31.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.9% | +1.2% | +0.1% |
| 7D | 0.0% | -1.1% | +1.1% | +0.6% |
| 30D | +31.3% | +4.4% | +26.9% | +28.0% |
| 3M | +32.1% | -2.9% | +35.1% | +34.3% |
| 6M | +28.1% | +15.6% | +12.6% | +16.3% |
| YTD | +49.1% | +21.8% | +27.3% | +30.7% |
| 1Y | +60.5% | +42.6% | +17.9% | +27.4% |
| All | +190.7% | +158.9% | +31.9% | +49.4% |
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