-54.6%
HUBS vs RY
+44.3%
-98.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -9.0% | -2.2% | -6.8% | -10.0% |
| 30D | +7.2% | -3.6% | +10.8% | +5.5% |
| 3M | +20.9% | +3.9% | +16.9% | +22.7% |
| 6M | -13.0% | +26.4% | -39.4% | -7.6% |
| YTD | -43.8% | +22.3% | -66.2% | -40.4% |
| 1Y | -54.6% | +43.7% | -98.3% | -58.7% |
| All | -54.6% | +44.3% | -98.9% | -58.7% |
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 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