+738.5%
PPG vs IBN
+1,491.4%
-752.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.5% | 0.0% | -1.9% |
| 7D | 0.0% | -2.2% | +2.2% | +0.5% |
| 30D | -7.8% | -2.3% | -5.5% | -7.3% |
| 3M | -2.2% | +15.9% | -18.1% | -5.4% |
| 6M | +4.1% | +5.6% | -1.4% | +3.0% |
| YTD | +9.1% | -0.1% | +9.2% | +9.1% |
| 1Y | +1.0% | -6.5% | +7.5% | +2.4% |
| 3Y | -13.3% | +29.3% | -42.6% | -18.8% |
| 5Y | -19.2% | +56.6% | -75.8% | -27.7% |
| 10Y | +25.9% | +314.4% | -288.4% | -12.6% |
| All | +738.5% | +1,491.4% | -752.9% | +287.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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