+48.6%
HAS vs RY
+122.0%
-73.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.7% | +0.2% |
| 7D | -0.2% | -0.9% | +0.7% | +0.4% |
| 30D | +31.0% | +5.9% | +25.2% | +26.8% |
| 3M | +30.7% | -4.3% | +34.9% | +34.0% |
| 6M | +23.9% | +12.1% | +11.8% | +14.9% |
| YTD | +48.3% | +20.3% | +28.0% | +31.7% |
| 1Y | +60.2% | +41.0% | +19.2% | +29.0% |
| 3Y | +189.2% | +157.5% | +31.7% | +60.4% |
| All | +48.6% | +122.0% | -73.4% | -10.3% |
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