+49.1%
PPL vs URA
+27.0%
+22.1%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.3% | +6.0% | +1.1% |
| 7D | +1.0% | -13.3% | +14.3% | +1.9% |
| 30D | +6.8% | -25.9% | +32.7% | +8.8% |
| 3M | +3.9% | -27.8% | +31.6% | +5.9% |
| 6M | -2.0% | -42.8% | +40.8% | +1.3% |
| YTD | +5.3% | -27.5% | +32.8% | +6.2% |
| 1Y | +2.2% | -35.1% | +37.3% | +4.0% |
| 3Y | +56.7% | +31.1% | +25.7% | +44.3% |
| 5Y | +49.1% | +29.8% | +19.3% | +32.1% |
| All | +49.1% | +27.0% | +22.1% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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