+56.8%
PPL vs SU
+115.9%
-59.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | 0.0% |
| 7D | +2.7% | +3.6% | -0.9% | +2.5% |
| 30D | +0.5% | +7.9% | -7.4% | +0.1% |
| 3M | +0.7% | +3.5% | -2.8% | +0.4% |
| 6M | -7.6% | +19.0% | -26.6% | -8.6% |
| YTD | +1.8% | +55.0% | -53.1% | -1.1% |
| 1Y | -0.8% | +71.2% | -72.0% | -4.2% |
| All | +56.8% | +115.9% | -59.1% | +46.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling