+57.2%
PPL vs INDA
+15.9%
+41.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.7% |
| 7D | +0.4% | +6.6% | -6.2% | -0.3% |
| 30D | +5.4% | +10.4% | -4.9% | +4.3% |
| 3M | +4.3% | +1.5% | +2.7% | +4.0% |
| 6M | -1.3% | +1.7% | -3.1% | -1.6% |
| YTD | +4.7% | -5.8% | +10.5% | +5.4% |
| 1Y | +1.3% | -5.1% | +6.3% | +1.9% |
| 3Y | +57.2% | +16.0% | +41.2% | +38.3% |
| All | +57.2% | +15.9% | +41.3% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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