+56.5%
PPL vs EAT
+498.6%
-442.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | -0.2% |
| 7D | -1.2% | -3.9% | +2.7% | -1.1% |
| 30D | +4.2% | +5.0% | -0.7% | +4.0% |
| 3M | +1.5% | -9.6% | +11.1% | +1.8% |
| 6M | +1.0% | +46.8% | -45.7% | -0.9% |
| YTD | +4.4% | +41.8% | -37.4% | +2.2% |
| 1Y | +0.8% | +98.3% | -97.5% | -3.5% |
| 3Y | +56.5% | +503.1% | -446.6% | +25.9% |
| All | +56.5% | +498.6% | -442.1% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 3y: compounded portfolio wealth divided by compounded EAT 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…
3y analysis · Full analysis span regression · 6 months rolling