+1,795.9%
HAS vs RY
+11,602.4%
-9,806.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.0% | 0.0% | +1.7% |
| 7D | +2.4% | +2.5% | 0.0% | +1.3% |
| 30D | +31.6% | +8.4% | +23.2% | +26.9% |
| 3M | +33.9% | +1.2% | +32.6% | +33.0% |
| 6M | +31.4% | +19.4% | +12.1% | +20.9% |
| YTD | +51.6% | +25.4% | +26.2% | +36.4% |
| 1Y | +65.2% | +46.7% | +18.5% | +38.3% |
| 3Y | +188.7% | +168.6% | +20.1% | +83.2% |
| 5Y | +55.7% | +132.3% | -76.6% | +5.0% |
| 10Y | +108.8% | +385.7% | -276.9% | +2.1% |
| All | +1,795.9% | +11,602.4% | -9,806.6% | +227.0% |
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 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