+3,552.3%
ASX vs PPL
+442.3%
+3,109.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -4.0% | -4.0% |
| 7D | -14.6% | +1.8% | -16.4% | -15.2% |
| 30D | -21.1% | +8.4% | -29.5% | -23.6% |
| 3M | -3.1% | +2.4% | -5.5% | -4.2% |
| 6M | +17.4% | -4.0% | +21.3% | +18.1% |
| YTD | +135.3% | +4.5% | +130.9% | +129.1% |
| 1Y | +146.5% | +1.7% | +144.8% | +142.1% |
| 3Y | +403.1% | +55.5% | +347.6% | +309.9% |
| 5Y | +551.7% | +47.0% | +504.7% | +438.6% |
| 10Y | +923.7% | +62.4% | +861.3% | +678.4% |
| All | +3,552.3% | +442.3% | +3,109.9% | +2,027.0% |
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