+80.9%
SOUN vs PPL
+53.5%
+27.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.5% | -7.4% | -7.9% |
| 7D | -15.5% | -2.2% | -13.3% | -15.2% |
| 30D | -26.2% | +1.7% | -27.9% | -26.4% |
| 3M | -51.4% | +0.1% | -51.5% | -51.4% |
| 6M | -55.3% | -1.5% | -53.8% | -55.3% |
| YTD | -63.9% | +3.0% | -66.9% | -64.6% |
| 1Y | -72.8% | -1.4% | -71.4% | -72.8% |
| All | +80.9% | +53.5% | +27.4% | +6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling