+748.4%
ASX vs PPL
+62.0%
+686.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.6% | +7.0% | +6.6% |
| 7D | -19.9% | +0.4% | -20.3% | -20.1% |
| 30D | -30.9% | +5.4% | -36.3% | -32.2% |
| 3M | -15.1% | +4.3% | -19.4% | -16.5% |
| 6M | -6.5% | -1.3% | -5.1% | -6.7% |
| YTD | +98.4% | +4.7% | +93.8% | +93.5% |
| 1Y | +107.9% | +1.3% | +106.6% | +104.8% |
| 3Y | +325.3% | +57.2% | +268.1% | +246.0% |
| 5Y | +447.3% | +48.2% | +399.1% | +352.6% |
| All | +748.4% | +62.0% | +686.4% | +535.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling