+67.9%
PPL vs BB
+21.8%
+46.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.7% | +1.4% |
| 7D | -0.4% | +1.8% | -2.2% | -0.5% |
| 30D | +2.6% | +8.1% | -5.5% | +2.1% |
| 3M | +0.8% | -1.0% | +1.8% | +0.5% |
| 6M | +1.4% | +45.9% | -44.5% | -1.6% |
| YTD | +4.3% | +134.8% | -130.5% | -1.8% |
| 1Y | +0.8% | +104.6% | -103.8% | -4.5% |
| 3Y | +57.9% | +152.8% | -94.9% | +44.7% |
| 5Y | +48.3% | -17.4% | +65.8% | +42.9% |
| All | +67.9% | +21.8% | +46.1% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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