+65.0%
PPL vs BEN
+60.1%
+5.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -1.0% | +7.2% | -8.1% | -2.9% |
| 30D | +3.0% | +14.1% | -11.1% | -0.7% |
| 3M | +1.1% | +9.9% | -8.8% | -1.7% |
| 6M | -0.8% | +17.4% | -18.2% | -5.5% |
| YTD | +3.5% | +57.3% | -53.8% | -9.8% |
| 1Y | -0.9% | +66.9% | -67.8% | -15.1% |
| 3Y | +54.2% | +85.7% | -31.5% | +24.5% |
| 5Y | +46.3% | +31.2% | +15.1% | +28.4% |
| 10Y | +65.0% | +61.0% | +4.0% | +13.5% |
| All | +65.0% | +60.1% | +5.0% | +13.5% |
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