+55.7%
PPL vs AMC
-58.9%
+114.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | +0.1% |
| 7D | 0.0% | +5.5% | -5.5% | 0.0% |
| 30D | +4.3% | +16.1% | -11.8% | +4.3% |
| 3M | +2.9% | +43.0% | -40.0% | +2.9% |
| 6M | +1.1% | +130.7% | -129.6% | +0.6% |
| YTD | +4.5% | +121.8% | -117.3% | +3.8% |
| 1Y | +0.1% | +40.7% | -40.6% | 0.0% |
| 3Y | +55.7% | -56.8% | +112.5% | +59.4% |
| All | +55.7% | -58.9% | +114.6% | +59.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling