+39.4%
PPL vs AMBA
-54.5%
+93.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | +2.7% | -11.0% | +13.6% | +3.0% |
| 30D | +0.5% | -23.2% | +23.6% | +1.2% |
| 3M | +0.7% | -12.7% | +13.4% | +0.6% |
| 6M | -7.6% | +11.2% | -18.8% | -9.0% |
| YTD | +1.8% | -11.2% | +13.0% | +1.2% |
| 1Y | -0.8% | -22.5% | +21.8% | -1.1% |
| 3Y | +56.9% | -1.3% | +58.2% | +51.2% |
| All | +39.4% | -54.5% | +93.9% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 5y: compounded portfolio wealth divided by compounded AMBA 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…
5y analysis · Full analysis span regression · 6 months rolling