+263,909.3%
AMZN vs PPL
+1,279.9%
+262,629.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -3.0% | +2.7% | -5.6% | -3.6% |
| 30D | -5.2% | +0.5% | -5.6% | -5.3% |
| 3M | +1.9% | +0.7% | +1.2% | +1.5% |
| 6M | +19.2% | -7.6% | +26.8% | +21.4% |
| YTD | +12.0% | +1.8% | +10.2% | +10.9% |
| 1Y | +9.7% | -0.8% | +10.4% | +9.2% |
| 3Y | +87.2% | +56.9% | +30.3% | +61.7% |
| 5Y | +48.7% | +39.5% | +9.1% | +32.7% |
| 10Y | +569.3% | +55.4% | +513.9% | +453.1% |
| All | +263,909.3% | +1,279.9% | +262,629.4% | +111,890.6% |
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