+392.6%
ASX vs PPL
+57.3%
+335.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.7% | +2.7% | -3.4% | -0.4% |
| 30D | +2.0% | +0.5% | +1.5% | +2.1% |
| 3M | -1.3% | +0.7% | -2.0% | -1.2% |
| 6M | +71.4% | -7.6% | +79.0% | +70.4% |
| YTD | +135.3% | +1.8% | +133.5% | +135.9% |
| 1Y | +267.5% | -0.8% | +268.2% | +267.6% |
| All | +392.6% | +57.3% | +335.4% | +378.4% |
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