+54.2%
PPL vs AMC
-98.9%
+153.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.3% | -4.3% | 0.0% |
| 7D | +2.7% | +2.3% | +0.3% | +2.6% |
| 30D | +0.5% | -0.7% | +1.2% | +0.5% |
| 3M | +0.7% | +35.2% | -34.5% | +0.1% |
| 6M | -7.6% | +124.6% | -132.2% | -8.8% |
| YTD | +1.8% | +69.9% | -68.1% | +0.8% |
| 1Y | -0.8% | -2.6% | +1.8% | -1.1% |
| 3Y | +56.9% | -79.8% | +136.6% | +57.8% |
| 5Y | +39.5% | -99.4% | +138.9% | +43.9% |
| All | +54.2% | -98.9% | +153.0% | +32.1% |
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