+2,090.1%
PPL vs NI
+5,092.7%
-3,002.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | +2.7% | +2.0% | +0.6% | +1.5% |
| 30D | +0.5% | -3.5% | +4.0% | +2.5% |
| 3M | +0.7% | -9.1% | +9.8% | +6.3% |
| 6M | -7.6% | -11.8% | +4.2% | -0.8% |
| YTD | +1.8% | +1.1% | +0.7% | +1.0% |
| 1Y | -0.8% | +6.7% | -7.5% | -4.7% |
| 3Y | +56.9% | +71.1% | -14.2% | +14.3% |
| 5Y | +39.5% | +94.3% | -54.8% | -5.7% |
| 10Y | +55.4% | +135.8% | -80.4% | -6.5% |
| All | +2,090.1% | +5,092.7% | -3,002.6% | +261.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling