-71.4%
SOUN vs PPL
+1.0%
-72.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.8% | +4.9% |
| 7D | -2.7% | +1.8% | -4.5% | -2.0% |
| 30D | -26.5% | +8.4% | -34.9% | -24.3% |
| 3M | -33.6% | +2.4% | -36.0% | -33.0% |
| 6M | -54.4% | -4.0% | -50.4% | -54.0% |
| YTD | -56.7% | +4.5% | -61.1% | -55.7% |
| 1Y | -71.4% | +1.7% | -73.2% | -69.8% |
| All | -71.4% | +1.0% | -72.4% | -69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 1y: compounded portfolio wealth divided by compounded PPL 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…
1y analysis · Full analysis span regression · 6 months rolling