+49.1%
PPL vs BUD
+50.9%
-1.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.3% |
| 7D | +1.0% | +7.1% | -6.1% | -0.7% |
| 30D | +6.8% | +12.7% | -5.8% | +3.6% |
| 3M | +3.9% | 0.0% | +3.8% | +3.7% |
| 6M | -2.0% | +7.6% | -9.6% | -4.1% |
| YTD | +5.3% | +35.0% | -29.7% | -3.3% |
| 1Y | +2.2% | +37.6% | -35.4% | -6.7% |
| 3Y | +56.7% | +51.5% | +5.2% | +37.1% |
| 5Y | +49.1% | +50.2% | -1.2% | +26.0% |
| All | +49.1% | +50.9% | -1.8% | +26.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling