+49.1%
PPL vs IBB
+34.6%
+14.5%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.0% | +5.8% | +2.0% |
| 7D | +1.0% | -3.6% | +4.7% | +1.9% |
| 30D | +6.8% | +3.4% | +3.4% | +5.7% |
| 3M | +3.9% | +9.5% | -5.6% | +1.0% |
| 6M | -2.0% | +23.3% | -25.3% | -7.8% |
| YTD | +5.3% | +24.5% | -19.3% | -1.5% |
| 1Y | +2.2% | +32.9% | -30.7% | -6.3% |
| 3Y | +56.7% | +76.6% | -19.8% | +29.3% |
| 5Y | +49.1% | +35.5% | +13.6% | +20.4% |
| All | +49.1% | +34.6% | +14.5% | +20.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling