+54.6%
PPL vs SU
+267.8%
-213.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | 0.0% | -0.1% |
| 7D | -1.8% | +1.7% | -3.4% | -2.0% |
| 30D | -2.2% | +9.6% | -11.9% | -3.8% |
| 3M | -3.1% | +11.7% | -14.8% | -5.1% |
| 6M | -8.1% | +21.9% | -30.0% | -11.7% |
| YTD | 0.0% | +58.6% | -58.6% | -8.3% |
| 1Y | -1.3% | +66.5% | -67.8% | -10.5% |
| 3Y | +52.7% | +121.4% | -68.8% | +29.4% |
| 5Y | +37.4% | +355.7% | -318.3% | -2.5% |
| All | +54.6% | +267.8% | -213.1% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling