+60.2%
PPL vs AMC
-98.7%
+159.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -0.6% |
| 7D | +0.4% | +2.6% | -2.2% | +0.4% |
| 30D | +5.4% | +9.0% | -3.6% | +5.3% |
| 3M | +4.3% | +22.2% | -17.9% | +4.0% |
| 6M | -1.3% | +91.5% | -92.8% | -2.4% |
| YTD | +4.7% | +101.3% | -96.6% | +3.4% |
| 1Y | +1.3% | +20.8% | -19.5% | +0.6% |
| 3Y | +57.2% | -71.3% | +128.5% | +57.7% |
| 5Y | +48.2% | -99.2% | +147.5% | +52.5% |
| All | +60.2% | -98.7% | +159.0% | +36.9% |
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