+3,446.1%
HUBB vs RY
+11,573.6%
-8,127.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.5% |
| 7D | +0.5% | +3.1% | -2.6% | -1.0% |
| 30D | -10.0% | -0.3% | -9.7% | -9.9% |
| 3M | -4.8% | +8.7% | -13.4% | -8.8% |
| 6M | -5.6% | +28.5% | -34.1% | -17.1% |
| YTD | +4.7% | +25.1% | -20.5% | -6.9% |
| 1Y | +6.7% | +46.3% | -39.6% | -12.4% |
| 3Y | +45.8% | +154.9% | -109.2% | -9.9% |
| 5Y | +145.9% | +140.3% | +5.6% | +55.7% |
| 10Y | +418.6% | +377.0% | +41.5% | +139.7% |
| All | +3,446.1% | +11,573.6% | -8,127.6% | +592.8% |
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