+2,164.3%
PPL vs GEN
+8,824.3%
-6,660.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +0.8% |
| 7D | +1.0% | +8.5% | -7.5% | +0.5% |
| 30D | +6.8% | +34.2% | -27.4% | +4.8% |
| 3M | +3.9% | +10.0% | -6.1% | +3.0% |
| 6M | -2.0% | +56.8% | -58.8% | -5.2% |
| YTD | +5.3% | +14.2% | -9.0% | +3.8% |
| 1Y | +2.2% | +20.8% | -18.6% | +0.4% |
| 3Y | +56.7% | +84.1% | -27.3% | +49.3% |
| 5Y | +49.1% | +37.1% | +12.0% | +44.0% |
| 10Y | +63.6% | +171.5% | -107.8% | +49.9% |
| All | +2,164.3% | +8,824.3% | -6,660.0% | +1,529.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling