+1,629.0%
PPL vs RMD
+37,961.9%
-36,332.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.4% |
| 7D | +0.4% | +2.3% | -1.9% | +0.2% |
| 30D | +5.4% | +4.1% | +1.3% | +4.9% |
| 3M | +4.3% | +5.7% | -1.4% | +3.5% |
| 6M | -1.3% | +12.9% | -14.2% | -2.9% |
| YTD | +4.7% | -1.5% | +6.2% | +4.3% |
| 1Y | +1.3% | -4.8% | +6.0% | +1.2% |
| 3Y | +57.2% | +57.5% | -0.3% | +47.7% |
| 5Y | +48.2% | -5.5% | +53.7% | +45.6% |
| 10Y | +62.7% | +357.8% | -295.0% | +38.0% |
| All | +1,629.0% | +37,961.9% | -36,332.9% | +1,175.9% |
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