+57.2%
PPL vs EAT
+486.0%
-428.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.4% |
| 7D | +0.4% | -2.6% | +3.1% | +0.5% |
| 30D | +5.4% | +11.5% | -6.0% | +5.0% |
| 3M | +4.3% | -9.1% | +13.4% | +4.5% |
| 6M | -1.3% | +40.4% | -41.8% | -3.0% |
| YTD | +4.7% | +43.9% | -39.2% | +2.5% |
| 1Y | +1.3% | +101.9% | -100.7% | -3.0% |
| 3Y | +57.2% | +489.9% | -432.6% | +31.2% |
| All | +57.2% | +486.0% | -428.8% | +31.2% |
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