+1.5%
PPL vs BBY
+22.8%
-21.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +1.0% | -0.1% |
| 7D | +1.8% | +8.1% | -6.3% | +1.5% |
| 30D | -1.1% | +8.9% | -10.0% | -1.3% |
| 3M | 0.0% | +22.0% | -22.0% | -0.2% |
| 6M | -7.6% | +37.8% | -45.4% | -7.4% |
| YTD | +1.7% | +37.3% | -35.6% | +2.1% |
| 1Y | +1.5% | +21.6% | -20.0% | +2.3% |
| All | +1.5% | +22.8% | -21.3% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 1y: compounded portfolio wealth divided by compounded BBY 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…
1y analysis · Full analysis span regression · 6 months rolling