+47.6%
PPL vs TECH
-40.2%
+87.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | 0.0% | +0.2% | -0.2% | 0.0% |
| 30D | +4.3% | +0.5% | +3.8% | +4.2% |
| 3M | +2.9% | +1.1% | +1.9% | +2.8% |
| 6M | +1.1% | +51.0% | -49.9% | -3.4% |
| YTD | +4.5% | +24.4% | -19.9% | +1.2% |
| 1Y | +0.1% | +27.4% | -27.4% | -3.4% |
| 3Y | +55.7% | +28.5% | +27.2% | +45.4% |
| 5Y | +47.6% | -40.9% | +88.5% | +49.8% |
| All | +47.6% | -40.2% | +87.8% | +49.8% |
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 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