+58.1%
PPL vs NDAQ
+122.0%
-63.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.6% | +3.4% | +1.2% |
| 7D | +1.0% | +1.2% | -0.1% | +0.8% |
| 30D | +6.8% | +15.8% | -9.0% | +4.1% |
| 3M | +3.9% | +13.4% | -9.5% | +1.5% |
| 6M | -2.0% | +20.9% | -22.9% | -5.4% |
| YTD | +5.3% | +11.1% | -5.8% | +3.4% |
| 1Y | +2.2% | +26.5% | -24.3% | -2.8% |
| All | +58.1% | +122.0% | -63.9% | +13.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling