+5.4%
HON vs RY
+140.8%
-135.3%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.3% |
| 7D | -3.6% | +3.1% | -6.7% | -5.2% |
| 30D | -15.3% | -0.3% | -14.9% | -15.1% |
| 3M | -7.9% | +8.7% | -16.6% | -12.3% |
| 6M | -18.1% | +28.5% | -46.6% | -29.1% |
| YTD | +3.8% | +25.1% | -21.3% | -8.9% |
| 1Y | +0.5% | +46.3% | -45.8% | -19.4% |
| 3Y | +19.8% | +154.9% | -135.2% | -31.2% |
| All | +5.4% | +140.8% | -135.3% | -37.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling