+1,638.6%
PPL vs RMD
+38,610.5%
-36,971.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.8% |
| 7D | +1.0% | -5.3% | +6.4% | +1.5% |
| 30D | +6.8% | +8.4% | -1.6% | +5.9% |
| 3M | +3.9% | +7.1% | -3.3% | +2.9% |
| 6M | -2.0% | +15.8% | -17.8% | -3.8% |
| YTD | +5.3% | +0.2% | +5.1% | +4.7% |
| 1Y | +2.2% | -1.4% | +3.6% | +1.8% |
| 3Y | +56.7% | +61.3% | -4.6% | +46.8% |
| 5Y | +49.1% | -3.9% | +53.0% | +46.2% |
| 10Y | +63.6% | +365.6% | -301.9% | +38.5% |
| All | +1,638.6% | +38,610.5% | -36,971.9% | +1,180.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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