Investment Performance Analytics

Understanding market trends and portfolio performance through comprehensive data analysis that helps Canadian investors make informed financial decisions

Portfolio Tracking & Analysis

Real market data shows patterns that matter for your investment strategy. We track performance across different sectors and time periods, giving you the context you need to understand what's working.

Our analysis covers everything from individual stock movements to broader market trends. It's not about predicting the future — it's about understanding what the numbers actually tell us about risk and opportunity.

2,847
Securities Analyzed
156
Active Portfolios
8.2%
Average Return
Financial data analysis and portfolio performance tracking
Financial analyst reviewing market data
Magnus Lindberg
Senior Market Analyst

Market Research Insights

The Canadian market has shown some interesting patterns this year. Technology stocks have been volatile, but infrastructure and utilities have provided steady returns. What we're seeing matches historical trends during periods of economic uncertainty.

I spend most of my time looking at sector rotation and how different asset classes respond to policy changes. The data doesn't lie — diversification still matters, especially when you're dealing with currency fluctuations and commodity price swings.

Sector Analysis
Energy and materials show strong correlation with global commodity cycles
Risk Assessment
Currency hedging becomes crucial for international exposure

Key Market Statistics

Current data points that matter for understanding Canadian investment performance and market conditions

12.4%
TSX Performance YTD
Outperforming most international markets despite resource sector volatility
CAD $2.3M
Average Portfolio Size
Institutional and high-net-worth individual accounts tracked in our analysis
73%
Asset Allocation Accuracy
Portfolios meeting target allocation within 2% variance
4.2
Risk-Adjusted Returns
Sharpe ratio for balanced Canadian equity portfolios over 3-year period
89%
Benchmark Comparison
Active strategies meeting or exceeding index performance after fees
$47K
Average Trade Size
Typical transaction volume across all account types and strategies
Investment research and market analysis documentation

Quarterly Performance Study

Our latest research examines how different investment approaches performed during Q3 2025. The study covers 400+ portfolios and looks at factors like sector allocation, geographic diversification, and rebalancing frequency.

Results show that systematic rebalancing continues to add value, particularly in volatile markets. Canadian investors who maintained discipline around their asset allocation targets saw better risk-adjusted returns.

Research analyst and portfolio manager
Elena Kowalski
Portfolio Research Manager

Get Detailed Portfolio Analysis

Want to understand how your investments stack up against market benchmarks? We can help you analyze performance and identify areas for improvement.

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