+55.1%
PPL vs BEN
+58.2%
-3.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.5% | -3.5% | -0.9% |
| 7D | +2.7% | +0.2% | +2.4% | +2.6% |
| 30D | +0.5% | -0.5% | +1.0% | +0.5% |
| 3M | +0.7% | +9.7% | -9.1% | -2.0% |
| 6M | -7.6% | +33.9% | -41.5% | -15.1% |
| YTD | +1.8% | +49.0% | -47.2% | -9.4% |
| 1Y | -0.8% | +42.1% | -42.9% | -10.7% |
| 3Y | +56.9% | +51.9% | +5.0% | +35.4% |
| 5Y | +39.5% | +39.0% | +0.5% | +19.8% |
| All | +55.1% | +58.2% | -3.0% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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