+14.9%
PPL vs ZYBT
-58.1%
+73.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | -0.1% |
| 7D | +1.8% | -4.2% | +6.0% | +1.8% |
| 30D | -1.1% | -16.4% | +15.3% | -1.1% |
| 3M | 0.0% | +82.9% | -82.8% | +1.0% |
| 6M | -7.6% | +110.7% | -118.2% | -6.8% |
| YTD | +1.7% | +37.4% | -35.7% | +2.8% |
| 1Y | +1.5% | -80.6% | +82.1% | +3.6% |
| All | +14.9% | -58.1% | +73.0% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded ZYBT 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling