+57.2%
PPL vs ROIV
+314.9%
-257.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.2% | -6.7% | -0.8% |
| 7D | +0.4% | +5.3% | -4.9% | +0.1% |
| 30D | +5.4% | +11.9% | -6.4% | +4.8% |
| 3M | +4.3% | +10.7% | -6.4% | +3.6% |
| 6M | -1.3% | +34.9% | -36.2% | -3.2% |
| YTD | +4.7% | +79.2% | -74.5% | +0.2% |
| 1Y | +1.3% | +89.0% | -87.8% | -3.7% |
| 3Y | +57.2% | +337.3% | -280.1% | +33.1% |
| All | +57.2% | +314.9% | -257.7% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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