+418.8%
THC vs RY
+155.6%
+263.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.4% |
| 7D | +3.7% | -0.9% | +4.6% | +4.3% |
| 30D | +9.0% | +5.9% | +3.2% | +6.1% |
| 3M | +10.4% | -4.3% | +14.7% | +12.8% |
| 6M | +45.7% | +12.1% | +33.5% | +36.3% |
| YTD | +42.6% | +20.3% | +22.3% | +27.2% |
| 1Y | +38.8% | +41.0% | -2.2% | +10.4% |
| 3Y | +418.8% | +157.5% | +261.3% | +138.6% |
| All | +418.8% | +155.6% | +263.2% | +138.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling