+153.7%
HUBB vs RY
+140.3%
+13.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.6% | +1.3% |
| 7D | +4.8% | +2.7% | +2.1% | +3.1% |
| 30D | -9.3% | -1.0% | -8.3% | -8.8% |
| 3M | -3.9% | +7.6% | -11.5% | -8.4% |
| 6M | -0.8% | +29.5% | -30.3% | -16.2% |
| YTD | +5.6% | +24.2% | -18.6% | -8.4% |
| 1Y | +7.7% | +46.4% | -38.6% | -15.8% |
| 3Y | +47.5% | +159.4% | -112.0% | -19.1% |
| 5Y | +153.7% | +141.8% | +11.8% | +42.7% |
| All | +153.7% | +140.3% | +13.4% | +42.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling