+54.5%
PPL vs GRAB
-72.7%
+127.2%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.9% | 0.0% |
| 7D | +1.8% | -6.1% | +7.8% | +1.9% |
| 30D | -1.1% | -11.2% | +10.1% | -0.9% |
| 3M | 0.0% | -2.4% | +2.4% | 0.0% |
| 6M | -7.6% | -18.3% | +10.8% | -7.3% |
| YTD | +1.7% | -34.9% | +36.6% | +2.5% |
| 1Y | +1.5% | -37.4% | +38.9% | +2.3% |
| 3Y | +55.3% | -12.6% | +67.9% | +55.2% |
| 5Y | +37.7% | -69.7% | +107.4% | +35.2% |
| All | +54.5% | -72.7% | +127.2% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 10y: compounded portfolio wealth divided by compounded GRAB 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…
10y analysis · Full analysis span regression · 6 months rolling