-53.5%
SOUN vs PPL
+42.7%
-96.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -3.1% |
| 7D | -15.1% | -0.4% | -14.7% | -15.1% |
| 30D | -23.0% | +2.6% | -25.6% | -23.1% |
| 3M | -53.3% | +0.8% | -54.1% | -53.3% |
| 6M | -58.6% | +1.4% | -60.0% | -58.6% |
| YTD | -65.0% | +4.3% | -69.3% | -65.3% |
| 1Y | -71.4% | +0.8% | -72.2% | -71.5% |
| 3Y | +75.4% | +57.9% | +17.5% | +62.7% |
| All | -53.5% | +42.7% | -96.1% | -54.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling