+54.0%
PPL vs SPXU
-99.5%
+153.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | +0.3% |
| 7D | +1.8% | -1.5% | +3.2% | +1.5% |
| 30D | -1.1% | +3.7% | -4.8% | -0.3% |
| 3M | 0.0% | -9.6% | +9.6% | -1.7% |
| 6M | -7.6% | -32.4% | +24.8% | -14.2% |
| YTD | +1.7% | -28.7% | +30.4% | -4.3% |
| 1Y | +1.5% | -38.2% | +39.7% | -7.1% |
| 3Y | +55.3% | -80.4% | +135.7% | +14.7% |
| 5Y | +37.7% | -86.0% | +123.7% | +3.1% |
| 10Y | +54.0% | -99.5% | +153.5% | -35.5% |
| All | +54.0% | -99.5% | +153.5% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SPXU 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling