+59.9%
PPL vs NDAQ
+94.9%
-35.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.3% |
| 7D | +2.7% | -2.4% | +5.1% | +3.1% |
| 30D | +0.5% | +2.5% | -2.0% | 0.0% |
| 3M | +0.7% | +9.9% | -9.3% | -1.0% |
| 6M | -7.6% | +9.4% | -17.0% | -9.2% |
| YTD | +1.8% | +0.4% | +1.4% | +1.8% |
| 1Y | -0.8% | +4.0% | -4.8% | -1.7% |
| All | +59.9% | +94.9% | -35.0% | +31.6% |
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