+39.4%
PPL vs D
+5.6%
+33.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | +2.7% | +1.5% | +1.2% | +1.8% |
| 30D | +0.5% | -2.6% | +3.0% | +1.9% |
| 3M | +0.7% | 0.0% | +0.7% | +0.7% |
| 6M | -7.6% | +7.4% | -15.0% | -11.5% |
| YTD | +1.8% | +15.9% | -14.0% | -6.8% |
| 1Y | -0.8% | +18.1% | -18.9% | -10.3% |
| 3Y | +56.9% | +58.4% | -1.5% | +17.8% |
| All | +39.4% | +5.6% | +33.8% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling