+223.0%
HPQ vs RY
+372.5%
-149.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.0% | +5.0% | +4.7% |
| 7D | +1.3% | -0.5% | +1.8% | +1.6% |
| 30D | +8.7% | -1.9% | +10.6% | +10.2% |
| 3M | +31.5% | +5.1% | +26.3% | +25.7% |
| 6M | +76.0% | +28.2% | +47.8% | +43.0% |
| YTD | +49.5% | +22.9% | +26.7% | +25.2% |
| 1Y | +17.3% | +45.5% | -28.2% | -14.5% |
| 3Y | +24.4% | +156.7% | -132.3% | -43.5% |
| 5Y | +37.3% | +137.7% | -100.4% | -33.7% |
| 10Y | +223.0% | +375.5% | -152.5% | +3.8% |
| All | +223.0% | +372.5% | -149.6% | +3.8% |
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 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