+2,090.1%
PPL vs BBY
+75,590.7%
-73,500.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.2% | -0.2% |
| 7D | +2.7% | +9.5% | -6.8% | +2.0% |
| 30D | +0.5% | +6.8% | -6.4% | -0.1% |
| 3M | +0.7% | +28.9% | -28.2% | -1.3% |
| 6M | -7.6% | +37.8% | -45.4% | -10.0% |
| YTD | +1.8% | +38.7% | -36.9% | -1.0% |
| 1Y | -0.8% | +23.7% | -24.4% | -2.8% |
| 3Y | +56.9% | +39.1% | +17.8% | +50.8% |
| 5Y | +39.5% | -0.4% | +39.9% | +36.2% |
| 10Y | +55.4% | +234.0% | -178.6% | +38.7% |
| All | +2,090.1% | +75,590.7% | -73,500.7% | +1,461.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling