+1,913.5%
THC vs RY
+355.6%
+1,557.9%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.4% | +0.4% |
| 7D | +0.2% | -3.0% | +3.2% | +3.3% |
| 30D | +9.0% | +6.3% | +2.8% | +2.6% |
| 3M | +12.9% | -2.6% | +15.5% | +15.4% |
| 6M | +52.8% | +13.9% | +38.9% | +32.2% |
| YTD | +47.4% | +21.7% | +25.7% | +17.6% |
| 1Y | +47.7% | +40.4% | +7.3% | +0.8% |
| 3Y | +444.7% | +161.3% | +283.3% | +82.7% |
| 5Y | +269.3% | +126.5% | +142.8% | +43.0% |
| 10Y | +1,913.5% | +354.3% | +1,559.2% | +329.1% |
| All | +1,913.5% | +355.6% | +1,557.9% | +329.1% |
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 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