+950.1%
THC vs RY
+371.6%
+578.5%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -1.5% |
| 7D | -2.6% | +2.7% | -5.3% | -5.2% |
| 30D | -1.2% | -1.0% | -0.2% | -0.4% |
| 3M | +58.9% | +7.6% | +51.3% | +46.5% |
| 6M | +9.3% | +29.5% | -20.1% | -17.3% |
| YTD | +30.4% | +24.2% | +6.2% | +2.0% |
| 1Y | +34.6% | +46.4% | -11.8% | -12.2% |
| 3Y | +246.7% | +159.4% | +87.2% | +17.3% |
| 5Y | +244.5% | +141.8% | +102.7% | +23.3% |
| 10Y | +950.1% | +373.9% | +576.2% | +87.7% |
| All | +950.1% | +371.6% | +578.5% | +87.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling