+39.4%
PPL vs NDAQ
+55.8%
-16.4%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.4% |
| 7D | +2.7% | -2.4% | +5.1% | +3.2% |
| 30D | +0.5% | +2.5% | -2.0% | -0.1% |
| 3M | +0.7% | +9.9% | -9.3% | -1.7% |
| 6M | -7.6% | +9.4% | -17.0% | -9.9% |
| YTD | +1.8% | +0.4% | +1.4% | +1.3% |
| 1Y | -0.8% | +4.0% | -4.8% | -2.4% |
| 3Y | +56.9% | +94.4% | -37.5% | +27.0% |
| All | +39.4% | +55.8% | -16.4% | +14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling