+276.8%
THC vs RY
+122.0%
+154.8%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.2% |
| 7D | +3.7% | -0.9% | +4.6% | +4.5% |
| 30D | +9.0% | +5.9% | +3.2% | +5.0% |
| 3M | +10.4% | -4.3% | +14.7% | +13.5% |
| 6M | +45.7% | +12.1% | +33.5% | +33.4% |
| YTD | +42.6% | +20.3% | +22.3% | +23.1% |
| 1Y | +38.8% | +41.0% | -2.2% | +5.3% |
| 3Y | +418.8% | +157.5% | +261.3% | +134.1% |
| All | +276.8% | +122.0% | +154.8% | +97.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling