+8,031.7%
BNY vs PPL
+2,096.5%
+5,935.2%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.4% | +2.7% | -1.2% | +0.2% |
| 30D | +3.8% | +0.5% | +3.4% | +3.5% |
| 3M | +14.9% | +0.7% | +14.3% | +14.1% |
| 6M | +40.3% | -7.6% | +47.9% | +44.9% |
| YTD | +43.9% | +1.8% | +42.1% | +41.2% |
| 1Y | +59.0% | -0.8% | +59.8% | +57.7% |
| 3Y | +290.7% | +56.9% | +233.9% | +205.4% |
| 5Y | +250.4% | +39.5% | +210.9% | +188.1% |
| 10Y | +411.2% | +55.4% | +355.8% | +280.9% |
| All | +8,031.7% | +2,096.5% | +5,935.2% | +1,341.7% |
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 1990-01-01 to 2026-09-07: 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling