+65.0%
PPL vs BUD
-4.5%
+69.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.3% |
| 7D | -1.0% | +0.5% | -1.4% | -1.1% |
| 30D | +3.0% | +7.4% | -4.4% | +0.8% |
| 3M | +1.1% | +4.3% | -3.2% | -0.4% |
| 6M | -0.8% | +5.3% | -6.1% | -2.6% |
| YTD | +3.5% | +33.2% | -29.8% | -5.9% |
| 1Y | -0.9% | +31.8% | -32.7% | -9.6% |
| 3Y | +54.2% | +47.8% | +6.4% | +33.8% |
| 5Y | +46.3% | +50.2% | -3.9% | +24.1% |
| 10Y | +65.0% | -4.8% | +69.9% | +37.2% |
| All | +65.0% | -4.5% | +69.5% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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