+3,205.4%
HUBB vs RY
+11,121.0%
-7,915.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.3% | +3.8% | +3.2% |
| 7D | +1.7% | -0.9% | +2.6% | +2.1% |
| 30D | -9.7% | +5.9% | -15.5% | -12.3% |
| 3M | -15.2% | -4.3% | -10.9% | -13.4% |
| 6M | -14.0% | +12.1% | -26.1% | -19.1% |
| YTD | -2.4% | +20.3% | -22.7% | -11.6% |
| 1Y | -5.8% | +41.0% | -46.8% | -21.3% |
| 3Y | +60.4% | +157.5% | -97.1% | -1.4% |
| 5Y | +125.4% | +123.2% | +2.2% | +48.0% |
| 10Y | +409.7% | +365.7% | +44.0% | +138.5% |
| All | +3,205.4% | +11,121.0% | -7,915.6% | +558.1% |
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