+121.3%
HBM vs RY
+46.1%
+75.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.1% |
| 7D | -6.4% | +3.1% | -9.5% | -9.9% |
| 30D | +5.9% | -0.3% | +6.2% | +6.0% |
| 3M | -8.9% | +8.7% | -17.6% | -20.3% |
| 6M | +10.7% | +28.5% | -17.9% | -25.5% |
| YTD | +38.3% | +25.1% | +13.2% | -4.9% |
| 1Y | +121.3% | +46.3% | +75.0% | +26.1% |
| All | +121.3% | +46.1% | +75.3% | +26.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling