+58.1%
PPL vs DAR
+13.0%
+45.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.8% | +0.9% |
| 7D | +1.0% | -8.1% | +9.1% | +1.3% |
| 30D | +6.8% | -17.1% | +23.9% | +7.6% |
| 3M | +3.9% | -12.3% | +16.1% | +4.2% |
| 6M | -2.0% | -21.8% | +19.8% | -1.1% |
| YTD | +5.3% | +40.8% | -35.6% | +2.5% |
| 1Y | +2.2% | +57.4% | -55.2% | -1.3% |
| All | +58.1% | +13.0% | +45.1% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 3y: compounded portfolio wealth divided by compounded DAR 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…
3y analysis · Full analysis span regression · 6 months rolling