-48.4%
SOUN vs RY
+130.9%
-179.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.6% | -6.5% | -6.7% |
| 7D | -6.1% | -0.6% | -5.5% | -5.4% |
| 30D | -28.2% | +6.1% | -34.3% | -33.9% |
| 3M | -48.1% | -3.4% | -44.8% | -46.1% |
| 6M | -56.4% | +12.8% | -69.2% | -64.0% |
| YTD | -61.2% | +21.0% | -82.2% | -70.8% |
| 1Y | -73.1% | +40.5% | -113.6% | -83.7% |
| 3Y | +116.2% | +159.9% | -43.7% | -33.8% |
| All | -48.4% | +130.9% | -179.3% | -79.1% |
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