+2,151.7%
PPL vs BEN
+4,818.7%
-2,667.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.7% | -5.3% | -1.5% |
| 7D | +0.4% | +6.6% | -6.2% | -1.0% |
| 30D | +5.4% | +3.8% | +1.6% | +4.5% |
| 3M | +4.3% | +0.2% | +4.1% | +4.0% |
| 6M | -1.3% | +10.4% | -11.8% | -3.9% |
| YTD | +4.7% | +46.2% | -41.5% | -4.4% |
| 1Y | +1.3% | +52.3% | -51.0% | -8.4% |
| 3Y | +57.2% | +65.9% | -8.7% | +37.0% |
| 5Y | +48.2% | +20.6% | +27.7% | +36.2% |
| 10Y | +62.7% | +64.8% | -2.0% | +33.4% |
| All | +2,151.7% | +4,818.7% | -2,667.0% | +1,030.9% |
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