+75.2%
HBAN vs RY
+159.6%
-84.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -0.9% |
| 7D | +2.1% | +2.7% | -0.6% | -0.4% |
| 30D | -4.5% | -1.0% | -3.5% | -3.7% |
| 3M | +2.6% | +7.6% | -5.1% | -4.2% |
| 6M | +4.7% | +29.5% | -24.7% | -17.2% |
| YTD | -1.5% | +24.2% | -25.7% | -19.3% |
| 1Y | -1.9% | +46.4% | -48.3% | -30.9% |
| 3Y | +75.2% | +159.4% | -84.2% | -33.9% |
| All | +75.2% | +159.6% | -84.4% | -33.9% |
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