-71.9%
SOUN vs PPL
+0.9%
-72.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.6% |
| 7D | -1.0% | -1.2% | +0.2% | -1.4% |
| 30D | -24.9% | +4.2% | -29.1% | -23.6% |
| 3M | -49.5% | +1.5% | -51.0% | -49.0% |
| 6M | -54.4% | +1.0% | -55.4% | -53.9% |
| YTD | -59.4% | +4.4% | -63.8% | -58.5% |
| All | -71.9% | +0.9% | -72.8% | -70.9% |
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