+3,269.6%
HUBB vs RY
+11,191.3%
-7,921.7%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.6% |
| 7D | -2.6% | -0.6% | -2.0% | -2.3% |
| 30D | -7.7% | +6.1% | -13.8% | -10.5% |
| 3M | -13.0% | -3.4% | -9.7% | -11.6% |
| 6M | -10.6% | +12.8% | -23.4% | -16.1% |
| YTD | -0.6% | +21.0% | -21.6% | -10.2% |
| 1Y | -4.1% | +40.5% | -44.6% | -19.7% |
| 3Y | +57.2% | +159.9% | -102.7% | -3.8% |
| 5Y | +127.2% | +125.0% | +2.2% | +48.5% |
| 10Y | +386.2% | +350.6% | +35.6% | +130.7% |
| All | +3,269.6% | +11,191.3% | -7,921.7% | +568.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling