+2,793.8%
ASX vs PPL
+446.6%
+2,347.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +0.8% | -21.6% | -21.1% |
| 7D | -33.3% | +1.0% | -34.3% | -33.6% |
| 30D | -36.5% | +6.8% | -43.3% | -38.2% |
| 3M | -19.2% | +3.9% | -23.1% | -20.6% |
| 6M | -10.2% | -2.0% | -8.2% | -10.3% |
| YTD | +86.5% | +5.3% | +81.2% | +80.8% |
| 1Y | +89.6% | +2.2% | +87.4% | +85.8% |
| 3Y | +298.6% | +56.7% | +241.9% | +223.6% |
| 5Y | +414.3% | +49.1% | +365.2% | +322.5% |
| 10Y | +711.1% | +63.6% | +647.4% | +514.5% |
| All | +2,793.8% | +446.6% | +2,347.2% | +1,579.2% |
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