+58.1%
PPL vs GEN
+84.3%
-26.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +0.9% |
| 7D | +1.0% | +8.5% | -7.5% | +0.4% |
| 30D | +6.8% | +34.2% | -27.4% | +4.3% |
| 3M | +3.9% | +10.0% | -6.1% | +2.7% |
| 6M | -2.0% | +56.8% | -58.8% | -6.6% |
| YTD | +5.3% | +14.2% | -9.0% | +5.0% |
| 1Y | +2.2% | +20.8% | -18.6% | +0.9% |
| All | +58.1% | +84.3% | -26.2% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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