+55.7%
PPL vs IBB
+89.8%
-34.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.1% | +0.2% |
| 7D | 0.0% | +0.8% | -0.8% | -0.1% |
| 30D | +4.3% | +5.2% | -0.9% | +3.3% |
| 3M | +2.9% | +8.6% | -5.6% | +1.3% |
| 6M | +1.1% | +27.8% | -26.7% | -3.5% |
| YTD | +4.5% | +28.8% | -24.4% | -0.7% |
| 1Y | +0.1% | +36.4% | -36.3% | -6.1% |
| 3Y | +55.7% | +89.3% | -33.6% | +23.7% |
| All | +55.7% | +89.8% | -34.1% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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