-3.4%
HUBB vs RY
+46.4%
-49.8%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.0% | -5.5% | -4.0% |
| 7D | +0.2% | +2.5% | -2.2% | -1.1% |
| 30D | -8.8% | +8.4% | -17.3% | -12.8% |
| 3M | -12.5% | +1.2% | -13.7% | -12.8% |
| 6M | -14.5% | +19.4% | -33.9% | -23.4% |
| YTD | -0.4% | +25.4% | -25.9% | -16.3% |
| 1Y | -3.4% | +46.7% | -50.1% | -32.0% |
| All | -3.4% | +46.4% | -49.8% | -32.0% |
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