+51.5%
PPL vs AMIX
-100.0%
+151.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.6% | +6.4% | +0.8% |
| 7D | +1.0% | -25.5% | +26.5% | +1.0% |
| 30D | +6.8% | -56.2% | +63.0% | +6.8% |
| 3M | +3.9% | -87.4% | +91.3% | +3.9% |
| 6M | -2.0% | -80.9% | +78.9% | -1.8% |
| YTD | +5.3% | -86.8% | +92.1% | +5.7% |
| 1Y | +2.2% | -91.3% | +93.5% | +2.7% |
| All | +51.5% | -100.0% | +151.5% | +54.5% |
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