+63.6%
HDB vs RY
+354.4%
-290.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.6% | +2.7% | +2.9% |
| 7D | +12.7% | -0.6% | +13.3% | +13.1% |
| 30D | +16.6% | +6.1% | +10.5% | +11.8% |
| 3M | +10.8% | -3.4% | +14.2% | +13.2% |
| 6M | +3.8% | +12.8% | -9.0% | -4.6% |
| YTD | -28.9% | +21.0% | -49.9% | -37.8% |
| 1Y | -28.0% | +40.5% | -68.4% | -43.2% |
| 3Y | -7.2% | +159.9% | -167.0% | -53.8% |
| 5Y | -22.2% | +125.0% | -147.2% | -57.4% |
| 10Y | +63.6% | +350.6% | -287.0% | -39.5% |
| All | +63.6% | +354.4% | -290.8% | -39.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling