+133.9%
HL vs RY
+46.1%
+87.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -1.8% |
| 7D | +1.5% | +3.1% | -1.6% | -1.6% |
| 30D | +25.1% | -0.3% | +25.4% | +24.8% |
| 3M | +22.9% | +8.7% | +14.2% | +9.6% |
| 6M | -4.9% | +28.5% | -33.4% | -33.0% |
| YTD | +7.8% | +25.1% | -17.3% | -22.0% |
| 1Y | +133.9% | +46.3% | +87.6% | +45.7% |
| All | +133.9% | +46.1% | +87.8% | +45.7% |
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