-45.2%
SOUN vs PPL
+43.2%
-88.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -3.0% | -3.5% |
| 7D | -2.6% | +0.4% | -3.0% | -2.6% |
| 30D | -27.0% | +5.4% | -32.4% | -27.3% |
| 3M | -41.9% | +4.3% | -46.2% | -42.1% |
| 6M | -56.1% | -1.3% | -54.8% | -56.0% |
| YTD | -58.8% | +4.7% | -63.5% | -59.1% |
| 1Y | -71.1% | +1.3% | -72.4% | -71.2% |
| 3Y | +130.9% | +57.2% | +73.7% | +114.1% |
| All | -45.2% | +43.2% | -88.4% | -46.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling