+1.3%
PPL vs BN
-9.2%
+10.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.4% | -0.5% |
| 7D | +0.4% | +5.3% | -4.9% | +0.1% |
| 30D | +5.4% | +11.9% | -6.4% | +4.7% |
| 3M | +4.3% | -5.7% | +10.0% | +4.1% |
| 6M | -1.3% | -10.6% | +9.3% | -1.3% |
| YTD | +4.7% | -9.4% | +14.0% | +4.8% |
| 1Y | +1.3% | -8.8% | +10.0% | +1.0% |
| All | +1.3% | -9.2% | +10.5% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 1y: compounded portfolio wealth divided by compounded BN 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…
1y analysis · Full analysis span regression · 6 months rolling