+20.2%
SOLS vs RY
+40.9%
-20.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.3% | +6.7% | +5.9% |
| 7D | -4.2% | -0.9% | -3.3% | -3.9% |
| 30D | -3.9% | +5.9% | -9.8% | -6.3% |
| 3M | -6.6% | -4.3% | -2.3% | -4.9% |
| 6M | -29.1% | +12.1% | -41.2% | -32.6% |
| YTD | +19.8% | +20.3% | -0.5% | +5.6% |
| 1Y | +29.2% | +41.0% | -11.8% | +13.1% |
| All | +20.2% | +40.9% | -20.6% | +4.7% |
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