+994.1%
PPL vs AU
+714.1%
+280.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.9% | -7.1% | -0.8% |
| 7D | -1.2% | +20.8% | -22.0% | -2.6% |
| 30D | +4.2% | +5.5% | -1.3% | +3.7% |
| 3M | +1.5% | +3.9% | -2.4% | +0.9% |
| 6M | +1.0% | -5.4% | +6.5% | +0.8% |
| YTD | +4.4% | +20.7% | -16.3% | +1.7% |
| 1Y | +0.8% | +49.8% | -49.1% | -3.6% |
| 3Y | +56.5% | +565.6% | -509.2% | +31.4% |
| 5Y | +47.7% | +500.4% | -452.7% | +23.2% |
| 10Y | +64.4% | +795.4% | -731.0% | +26.9% |
| All | +994.1% | +714.1% | +280.0% | +689.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling