+2,151.7%
PPL vs NI
+5,476.3%
-3,324.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.2% |
| 7D | +0.4% | -0.9% | +1.4% | +0.9% |
| 30D | +5.4% | +9.6% | -4.2% | 0.0% |
| 3M | +4.3% | +2.5% | +1.8% | +2.7% |
| 6M | -1.3% | -5.8% | +4.5% | +2.0% |
| YTD | +4.7% | +8.6% | -3.9% | -0.4% |
| 1Y | +1.3% | +6.0% | -4.7% | -2.3% |
| 3Y | +57.2% | +91.0% | -33.8% | +7.5% |
| 5Y | +48.2% | +104.8% | -56.5% | -2.8% |
| 10Y | +62.7% | +176.7% | -114.0% | -10.3% |
| All | +2,151.7% | +5,476.3% | -3,324.6% | +256.1% |
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