+82.0%
PPL vs ACI
+31.1%
+50.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.4% |
| 7D | -1.2% | -5.9% | +4.7% | -0.7% |
| 30D | +4.2% | +7.2% | -3.0% | +3.6% |
| 3M | +1.5% | +8.8% | -7.3% | +0.7% |
| 6M | +1.0% | -17.2% | +18.2% | +2.3% |
| YTD | +4.4% | -21.3% | +25.6% | +6.0% |
| 1Y | +0.8% | -23.7% | +24.5% | +2.6% |
| 3Y | +56.5% | -32.8% | +89.3% | +60.9% |
| 5Y | +47.7% | -41.4% | +89.1% | +51.8% |
| All | +82.0% | +31.1% | +50.9% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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