0.0%
PPL vs NI
+6.6%
-6.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.3% | -1.6% |
| 7D | -1.2% | +0.4% | -1.7% | -1.6% |
| 30D | +4.2% | +11.3% | -7.1% | -3.0% |
| 3M | +1.5% | +6.5% | -4.9% | -2.7% |
| 6M | +1.0% | -2.3% | +3.3% | +2.6% |
| YTD | +4.4% | +10.8% | -6.4% | -3.8% |
| All | 0.0% | +6.6% | -6.5% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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