+39.4%
PPL vs AU
+668.7%
-629.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.2% |
| 7D | +2.7% | -3.6% | +6.3% | +2.9% |
| 30D | +0.5% | +23.9% | -23.4% | -1.3% |
| 3M | +0.7% | +19.1% | -18.4% | -1.0% |
| 6M | -7.6% | -0.2% | -7.4% | -8.2% |
| YTD | +1.8% | +32.5% | -30.6% | -1.5% |
| 1Y | -0.8% | +96.9% | -97.7% | -7.7% |
| 3Y | +56.9% | +614.7% | -557.9% | +26.3% |
| All | +39.4% | +668.7% | -629.3% | +10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling