+264,716.1%
AMZN vs PPL
+1,318.7%
+263,397.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | -0.2% |
| 7D | +7.9% | +0.4% | +7.5% | +7.8% |
| 30D | -0.2% | +5.4% | -5.7% | -1.8% |
| 3M | -4.8% | +4.3% | -9.0% | -6.0% |
| 6M | -5.7% | -1.3% | -4.4% | -5.7% |
| YTD | +12.3% | +4.7% | +7.7% | +10.3% |
| 1Y | +6.7% | +1.3% | +5.4% | +5.7% |
| 3Y | +85.6% | +57.2% | +28.3% | +60.3% |
| 5Y | +47.4% | +48.2% | -0.9% | +29.3% |
| 10Y | +586.8% | +62.7% | +524.1% | +459.8% |
| All | +264,716.1% | +1,318.7% | +263,397.4% | +111,272.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 all: compounded portfolio wealth divided by compounded PPL 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…
all analysis · Full analysis span regression · 6 months rolling