0.0%
PPL vs SPXU
-27.0%
+27.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.0% | +6.7% | -0.1% |
| 7D | -1.2% | -1.5% | +0.3% | -1.2% |
| 30D | +4.2% | +9.7% | -5.4% | +4.0% |
| 3M | +1.5% | +8.4% | -6.9% | +1.3% |
| 6M | +1.0% | -5.7% | +6.8% | +1.0% |
| YTD | +4.4% | -25.4% | +29.8% | +3.4% |
| All | 0.0% | -27.0% | +27.0% | -1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling