+60.2%
PPL vs TECH
+208.1%
-147.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -0.6% |
| 7D | +0.4% | +0.2% | +0.3% | +0.4% |
| 30D | +5.4% | +0.3% | +5.1% | +5.4% |
| 3M | +4.3% | +1.3% | +2.9% | +4.1% |
| 6M | -1.3% | +54.0% | -55.3% | -7.3% |
| YTD | +4.7% | +24.3% | -19.6% | +0.5% |
| 1Y | +1.3% | +25.8% | -24.5% | -3.1% |
| 3Y | +57.2% | +26.0% | +31.3% | +45.8% |
| 5Y | +48.2% | -40.1% | +88.4% | +54.4% |
| All | +60.2% | +208.1% | -147.9% | +30.8% |
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