+49.1%
PPL vs AMC
-99.3%
+148.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -12.5% | +13.3% | +1.0% |
| 7D | +1.0% | 0.0% | +1.0% | +1.0% |
| 30D | +6.8% | +4.4% | +2.4% | +6.7% |
| 3M | +3.9% | +15.4% | -11.5% | +3.5% |
| 6M | -2.0% | +93.7% | -95.7% | -3.6% |
| YTD | +5.3% | +97.4% | -92.2% | +3.3% |
| 1Y | +2.2% | +23.2% | -21.0% | +1.2% |
| 3Y | +56.7% | -71.3% | +128.0% | +58.5% |
| 5Y | +49.1% | -99.3% | +148.3% | +59.2% |
| All | +49.1% | -99.3% | +148.3% | +59.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling