+7,470.1%
BNY vs PPL
+2,121.0%
+5,349.1%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.3% |
| 7D | +3.6% | -2.2% | +5.8% | +4.7% |
| 30D | +8.8% | +1.7% | +7.1% | +7.8% |
| 3M | -5.8% | +0.1% | -5.9% | -6.1% |
| 6M | +15.5% | -1.5% | +17.0% | +15.6% |
| YTD | +33.9% | +3.0% | +31.0% | +30.5% |
| 1Y | +38.0% | -1.4% | +39.5% | +37.2% |
| 3Y | +258.2% | +53.5% | +204.7% | +183.1% |
| 5Y | +191.1% | +46.4% | +144.7% | +133.4% |
| 10Y | +322.3% | +64.3% | +258.0% | +206.6% |
| All | +7,470.1% | +2,121.0% | +5,349.1% | +1,232.5% |
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