+46.6%
PPL vs AMIX
-99.9%
+146.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | 0.0% |
| 7D | +2.7% | -13.7% | +16.4% | +2.7% |
| 30D | +0.5% | -62.1% | +62.5% | +0.5% |
| 3M | +0.7% | -46.2% | +46.8% | +1.0% |
| 6M | -7.6% | -46.4% | +38.8% | -7.4% |
| YTD | +1.8% | -60.3% | +62.1% | +2.2% |
| 1Y | -0.8% | -79.7% | +78.9% | -0.2% |
| All | +46.6% | -99.9% | +146.4% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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