+66.8%
PPL vs AU
+750.1%
-683.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.6% | +5.6% | +0.4% |
| 7D | 0.0% | +15.3% | -15.3% | -0.9% |
| 30D | +4.3% | -0.3% | +4.6% | +4.2% |
| 3M | +2.9% | -2.9% | +5.8% | +2.8% |
| 6M | +1.1% | -10.7% | +11.8% | +1.3% |
| YTD | +4.5% | +14.0% | -9.5% | +2.5% |
| 1Y | +0.1% | +32.5% | -32.4% | -2.8% |
| 3Y | +55.7% | +557.9% | -502.2% | +34.6% |
| 5Y | +47.6% | +441.0% | -393.4% | +27.4% |
| 10Y | +66.8% | +816.9% | -750.1% | +40.8% |
| All | +66.8% | +750.1% | -683.2% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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