+67.9%
PPL vs AU
+818.2%
-750.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.4% |
| 7D | -0.4% | -7.2% | +6.8% | 0.0% |
| 30D | +2.6% | -2.9% | +5.5% | +2.7% |
| 3M | +0.8% | -8.7% | +9.5% | +1.1% |
| 6M | +1.4% | -14.1% | +15.6% | +1.8% |
| YTD | +4.3% | +4.8% | -0.5% | +2.9% |
| 1Y | +0.8% | +11.9% | -11.1% | -1.1% |
| 3Y | +57.9% | +513.8% | -455.9% | +36.8% |
| 5Y | +48.3% | +379.3% | -330.9% | +28.7% |
| All | +67.9% | +818.2% | -750.4% | +42.5% |
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