+2,164.3%
PPL vs BEN
+4,597.0%
-2,432.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.9% | +5.7% | +1.8% |
| 7D | +1.0% | -0.4% | +1.4% | +1.0% |
| 30D | +6.8% | -0.7% | +7.5% | +6.9% |
| 3M | +3.9% | -6.8% | +10.7% | +5.2% |
| 6M | -2.0% | +7.9% | -9.9% | -4.1% |
| YTD | +5.3% | +39.6% | -34.3% | -2.9% |
| 1Y | +2.2% | +48.5% | -46.3% | -7.1% |
| 3Y | +56.7% | +55.7% | +1.0% | +38.4% |
| 5Y | +49.1% | +15.1% | +33.9% | +38.3% |
| 10Y | +63.6% | +57.4% | +6.3% | +35.5% |
| All | +2,164.3% | +4,597.0% | -2,432.8% | +1,048.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling