+83,071.7%
MU vs PPL
+2,153.2%
+80,918.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | 0.0% | -7.0% | -7.0% |
| 7D | -19.1% | +1.8% | -20.9% | -19.8% |
| 30D | -25.2% | +8.4% | -33.7% | -28.0% |
| 3M | -10.9% | +2.4% | -13.3% | -12.2% |
| 6M | +38.0% | -4.0% | +41.9% | +38.6% |
| YTD | +178.8% | +4.5% | +174.4% | +169.4% |
| 1Y | +265.1% | +1.7% | +263.4% | +256.9% |
| 3Y | +1,006.2% | +55.5% | +950.7% | +773.6% |
| 5Y | +1,027.5% | +47.0% | +980.4% | +806.0% |
| 10Y | +4,789.9% | +62.4% | +4,727.5% | +3,500.2% |
| All | +83,071.7% | +2,153.2% | +80,918.5% | +20,376.0% |
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