+7,500.8%
BNY vs PPL
+2,150.0%
+5,350.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -0.2% |
| 7D | +3.9% | -0.4% | +4.2% | +4.0% |
| 30D | +11.9% | +2.6% | +9.3% | +10.4% |
| 3M | -5.0% | +0.8% | -5.8% | -5.6% |
| 6M | +14.6% | +1.4% | +13.2% | +13.1% |
| YTD | +34.5% | +4.3% | +30.2% | +30.2% |
| 1Y | +40.6% | +0.8% | +39.9% | +38.3% |
| 3Y | +261.7% | +57.9% | +203.8% | +181.9% |
| 5Y | +192.3% | +48.3% | +144.0% | +132.8% |
| 10Y | +324.0% | +66.4% | +257.6% | +205.9% |
| All | +7,500.8% | +2,150.0% | +5,350.8% | +1,229.4% |
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