+50.4%
PPL vs AMIX
-99.9%
+150.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.0% | +3.0% | 0.0% |
| 7D | +1.8% | -25.1% | +26.9% | +1.8% |
| 30D | +8.4% | -54.5% | +62.9% | +8.4% |
| 3M | +2.4% | -91.7% | +94.1% | +2.4% |
| 6M | -4.0% | -79.4% | +75.5% | -3.7% |
| YTD | +4.5% | -86.1% | +90.5% | +4.8% |
| 1Y | +1.7% | -91.6% | +93.3% | +2.3% |
| All | +50.4% | -99.9% | +150.3% | +53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling