+2,146.7%
PPL vs BBY
+88,103.0%
-85,956.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.1% | +0.2% |
| 7D | 0.0% | +10.9% | -10.9% | -0.8% |
| 30D | +4.3% | +19.6% | -15.3% | +2.8% |
| 3M | +2.9% | +27.6% | -24.7% | +0.9% |
| 6M | +1.1% | +79.4% | -78.3% | -3.5% |
| YTD | +4.5% | +61.7% | -57.2% | +0.3% |
| 1Y | +0.1% | +40.3% | -40.2% | -2.9% |
| 3Y | +55.7% | +87.9% | -32.2% | +46.2% |
| 5Y | +47.6% | +0.2% | +47.4% | +43.9% |
| 10Y | +66.8% | +274.5% | -207.6% | +47.4% |
| All | +2,146.7% | +88,103.0% | -85,956.3% | +1,481.6% |
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