+273,029.3%
AMZN vs PPL
+1,295.3%
+271,734.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.6% |
| 7D | +2.8% | -2.2% | +5.0% | +3.4% |
| 30D | +3.4% | +1.7% | +1.8% | +2.8% |
| 3M | +0.1% | +0.1% | -0.1% | -0.1% |
| 6M | +0.6% | -1.5% | +2.2% | +0.7% |
| YTD | +15.9% | +3.0% | +12.9% | +14.3% |
| 1Y | +9.5% | -1.4% | +11.0% | +9.3% |
| 3Y | +86.3% | +53.5% | +32.8% | +62.0% |
| 5Y | +51.7% | +46.4% | +5.3% | +33.6% |
| 10Y | +623.8% | +64.3% | +559.5% | +487.6% |
| All | +273,029.3% | +1,295.3% | +271,734.0% | +115,272.2% |
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