+1,581.6%
PPL vs RMD
+36,837.6%
-35,256.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +2.7% | -5.0% | +7.6% | +3.2% |
| 30D | +0.5% | +2.2% | -1.8% | +0.2% |
| 3M | +0.7% | +17.8% | -17.2% | -1.2% |
| 6M | -7.6% | -11.3% | +3.7% | -6.7% |
| YTD | +1.8% | -4.4% | +6.2% | +1.9% |
| 1Y | -0.8% | -15.7% | +15.0% | +0.6% |
| 3Y | +56.9% | +47.7% | +9.1% | +48.3% |
| 5Y | +39.5% | -19.2% | +58.7% | +39.4% |
| 10Y | +55.4% | +280.4% | -225.0% | +33.9% |
| All | +1,581.6% | +36,837.6% | -35,256.0% | +1,146.1% |
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