+64.4%
PPL vs AMC
-98.6%
+163.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.3% | -8.6% | -0.4% |
| 7D | -1.2% | +6.6% | -7.8% | -1.3% |
| 30D | +4.2% | +14.1% | -9.9% | +4.0% |
| 3M | +1.5% | +31.3% | -29.8% | +1.1% |
| 6M | +1.0% | +126.7% | -125.6% | -0.2% |
| YTD | +4.4% | +117.9% | -113.6% | +3.0% |
| 1Y | +0.8% | +41.1% | -40.3% | -0.1% |
| 3Y | +56.5% | -61.0% | +117.4% | +56.4% |
| 5Y | +47.7% | -99.1% | +146.8% | +51.8% |
| 10Y | +64.4% | -98.7% | +163.1% | +41.4% |
| All | +64.4% | -98.6% | +163.0% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling