+2,090.1%
PPL vs GEN
+8,838.9%
-6,748.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.1% |
| 7D | +2.7% | -1.2% | +3.9% | +2.7% |
| 30D | +0.5% | +10.1% | -9.7% | -0.2% |
| 3M | +0.7% | +16.1% | -15.4% | -0.4% |
| 6M | -7.6% | +38.9% | -46.5% | -9.8% |
| YTD | +1.8% | +14.4% | -12.6% | +0.6% |
| 1Y | -0.8% | +5.9% | -6.6% | -1.5% |
| 3Y | +56.9% | +58.8% | -1.9% | +51.1% |
| 5Y | +39.5% | +24.7% | +14.9% | +35.7% |
| 10Y | +55.4% | +163.1% | -107.7% | +42.8% |
| All | +2,090.1% | +8,838.9% | -6,748.8% | +1,479.1% |
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