+468.2%
THC vs RY
+11,573.6%
-11,105.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +1.0% |
| 7D | -0.7% | +3.1% | -3.8% | -2.6% |
| 30D | +1.3% | -0.3% | +1.6% | +1.3% |
| 3M | +64.2% | +8.7% | +55.6% | +55.5% |
| 6M | +8.3% | +28.5% | -20.3% | -8.1% |
| YTD | +33.4% | +25.1% | +8.3% | +14.6% |
| 1Y | +37.7% | +46.3% | -8.6% | +6.8% |
| 3Y | +236.8% | +154.9% | +81.9% | +83.5% |
| 5Y | +249.3% | +140.3% | +109.0% | +97.6% |
| 10Y | +995.2% | +377.0% | +618.2% | +340.3% |
| All | +468.2% | +11,573.6% | -11,105.4% | -16.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling