+1.3%
PPL vs NDAQ
+27.2%
-26.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.8% | -0.6% |
| 7D | +0.4% | +0.8% | -0.4% | +0.3% |
| 30D | +5.4% | +16.5% | -11.1% | +4.1% |
| 3M | +4.3% | +13.5% | -9.2% | +3.1% |
| 6M | -1.3% | +20.9% | -22.3% | -2.6% |
| YTD | +4.7% | +11.4% | -6.7% | +4.5% |
| 1Y | +1.3% | +25.9% | -24.7% | -3.2% |
| All | +1.3% | +27.2% | -26.0% | -3.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling