+15,172.7%
INTC vs PPL
+2,096.5%
+13,076.2%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +7.1% | +2.7% | +4.4% | +6.1% |
| 30D | -5.2% | +0.5% | -5.7% | -5.4% |
| 3M | -14.3% | +0.7% | -15.0% | -14.9% |
| 6M | +110.2% | -7.6% | +117.8% | +114.8% |
| YTD | +159.6% | +1.8% | +157.8% | +156.0% |
| 1Y | +289.3% | -0.8% | +290.0% | +286.3% |
| 3Y | +166.1% | +56.9% | +109.2% | +120.9% |
| 5Y | +94.4% | +39.5% | +54.9% | +68.3% |
| 10Y | +227.7% | +55.4% | +172.3% | +164.7% |
| All | +15,172.7% | +2,096.5% | +13,076.2% | +4,747.1% |
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