+8,024.8%
BNY vs PPL
+2,096.5%
+5,928.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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 | +43.8% | +1.8% | +41.9% | +41.1% |
| 1Y | +58.9% | -0.8% | +59.6% | +57.6% |
| 3Y | +290.4% | +56.9% | +233.5% | +205.1% |
| 5Y | +250.1% | +39.5% | +210.6% | +187.9% |
| 10Y | +410.7% | +55.4% | +355.3% | +280.6% |
| All | +8,024.8% | +2,096.5% | +5,928.4% | +1,340.5% |
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