+1,838.0%
HON vs RY
+11,573.6%
-9,735.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.3% |
| 7D | -3.6% | +3.1% | -6.7% | -5.3% |
| 30D | -15.3% | -0.3% | -14.9% | -15.2% |
| 3M | -7.9% | +8.7% | -16.6% | -12.4% |
| 6M | -18.1% | +28.5% | -46.6% | -29.2% |
| YTD | +3.8% | +25.1% | -21.3% | -8.9% |
| 1Y | +0.5% | +46.3% | -45.8% | -19.5% |
| 3Y | +19.8% | +154.9% | -135.2% | -30.7% |
| 5Y | +2.9% | +140.3% | -137.4% | -38.9% |
| 10Y | +134.6% | +377.0% | -242.4% | -3.8% |
| All | +1,838.0% | +11,573.6% | -9,735.7% | +94.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling