+54.9%
PPL vs SU
+268.2%
-213.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -1.8% |
| 7D | 0.0% | +1.6% | -1.5% | -0.2% |
| 30D | -1.3% | +10.7% | -12.0% | -3.0% |
| 3M | -2.6% | +13.5% | -16.1% | -4.9% |
| 6M | -8.4% | +21.8% | -30.2% | -12.0% |
| YTD | +0.2% | +58.8% | -58.7% | -8.2% |
| 1Y | -0.2% | +72.0% | -72.3% | -10.0% |
| 3Y | +52.9% | +121.7% | -68.8% | +29.6% |
| 5Y | +36.8% | +350.4% | -313.6% | -2.6% |
| All | +54.9% | +268.2% | -213.3% | +3.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling