+188.0%
SOUN vs RY
+159.8%
+28.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +1.2% |
| 7D | -5.2% | +3.1% | -8.3% | -10.3% |
| 30D | +4.8% | -0.3% | +5.1% | +4.7% |
| 3M | -15.9% | +8.7% | -24.5% | -28.6% |
| 6M | -17.4% | +28.5% | -45.9% | -49.0% |
| YTD | -32.4% | +25.1% | -57.5% | -56.2% |
| 1Y | -49.3% | +46.3% | -95.6% | -75.7% |
| All | +188.0% | +159.8% | +28.3% | -49.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling