-2.1%
HUBB vs RY
+39.8%
-41.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.0% |
| 7D | +4.6% | -0.5% | +5.1% | +4.9% |
| 30D | -8.4% | +4.7% | -13.1% | -10.7% |
| 3M | -14.3% | -4.5% | -9.9% | -11.8% |
| 6M | -9.3% | +12.5% | -21.9% | -15.9% |
| YTD | -0.5% | +21.1% | -21.7% | -14.9% |
| 1Y | -2.1% | +38.6% | -40.8% | -30.0% |
| All | -2.1% | +39.8% | -41.9% | -30.0% |
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