+67.9%
PPL vs BEN
+58.7%
+9.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.2% |
| 7D | -0.4% | +6.8% | -7.2% | -2.1% |
| 30D | +2.6% | +18.0% | -15.3% | -1.9% |
| 3M | +0.8% | +7.5% | -6.7% | -1.4% |
| 6M | +1.4% | +14.7% | -13.3% | -2.8% |
| YTD | +4.3% | +56.1% | -51.8% | -8.9% |
| 1Y | +0.8% | +69.6% | -68.8% | -14.1% |
| 3Y | +57.9% | +87.7% | -29.8% | +26.9% |
| 5Y | +48.3% | +28.6% | +19.7% | +31.0% |
| All | +67.9% | +58.7% | +9.1% | +14.1% |
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