Performance

Strategy returns, risk metrics, and benchmark comparisons.

+18.4%
YTD Return
+67.2%
3-Year Total
1.82
Sharpe Ratio
-4.7%
Max Drawdown
+52.3%
Alpha vs Bench
87%
Win Rate
Cumulative Returns — YTD vs Benchmark
Strategy vs TSX Composite (Jul 2023 to Jul 2026)
Strategy Allocation
Portfolio exposure by vertical
Monthly Returns with Moving Average
19-month trailing performance (green=positive, red=negative)
Drawdown Over Time
Peak-to-trough decline (worst: -5.2%)