+64.4%
PPL vs NDAQ
+484.3%
-419.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.8% |
| 7D | -1.2% | -0.1% | -1.1% | -1.2% |
| 30D | +4.2% | +15.9% | -11.6% | -1.5% |
| 3M | +1.5% | +15.1% | -13.6% | -4.0% |
| 6M | +1.0% | +22.9% | -21.8% | -7.3% |
| YTD | +4.4% | +12.8% | -8.4% | -1.7% |
| 1Y | +0.8% | +26.0% | -25.3% | -9.4% |
| 3Y | +56.5% | +119.7% | -63.2% | +8.0% |
| 5Y | +47.7% | +65.4% | -17.7% | +14.0% |
| 10Y | +64.4% | +469.3% | -404.9% | -26.8% |
| All | +64.4% | +484.3% | -419.9% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling