+55.1%
PPL vs TECH
+187.0%
-131.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.7% | +0.1% | +2.6% | +2.6% |
| 30D | +0.5% | +0.7% | -0.3% | +0.4% |
| 3M | +0.7% | +36.3% | -35.7% | -3.8% |
| 6M | -7.6% | +25.6% | -33.2% | -11.3% |
| YTD | +1.8% | +23.7% | -21.9% | -2.3% |
| 1Y | -0.8% | +37.6% | -38.4% | -6.8% |
| 3Y | +56.9% | -6.6% | +63.5% | +53.6% |
| 5Y | +39.5% | -42.2% | +81.7% | +46.2% |
| All | +55.1% | +187.0% | -131.8% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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