+39.4%
PPL vs TECH
-42.5%
+81.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.7% |
| 6M | -7.6% | +25.6% | -33.2% | -10.3% |
| YTD | +1.8% | +23.7% | -21.9% | -1.2% |
| 1Y | -0.8% | +37.6% | -38.4% | -5.5% |
| 3Y | +56.9% | -6.6% | +63.5% | +54.9% |
| All | +39.4% | -42.5% | +81.9% | +40.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling