+54.0%
HST vs RY
+41.3%
+12.6%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.6% | +4.7% | +5.0% |
| 7D | +0.6% | -0.6% | +1.2% | +1.1% |
| 30D | +14.5% | +6.1% | +8.3% | +11.2% |
| 3M | +15.4% | -3.4% | +18.8% | +17.4% |
| 6M | +22.0% | +12.8% | +9.2% | +12.7% |
| YTD | +54.9% | +21.0% | +33.8% | +35.4% |
| 1Y | +54.0% | +40.5% | +13.5% | +23.4% |
| All | +54.0% | +41.3% | +12.6% | +23.4% |
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