+54.4%
PYPL vs AGI
+389.5%
-335.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.7% |
| 7D | +0.1% | -10.1% | +10.2% | +0.9% |
| 30D | +5.7% | -6.5% | +12.2% | +6.1% |
| 3M | -1.9% | -12.8% | +10.9% | -0.9% |
| 6M | +31.8% | -34.3% | +66.1% | +35.8% |
| YTD | +2.4% | -25.6% | +28.0% | +3.9% |
| 1Y | -8.2% | -14.2% | +6.0% | -8.0% |
| 3Y | +10.2% | +127.3% | -117.1% | +0.7% |
| 5Y | -71.2% | +241.8% | -313.0% | -74.8% |
| All | +54.4% | +389.5% | -335.1% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 10y: compounded portfolio wealth divided by compounded AGI 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…
10y analysis · Full analysis span regression · 6 months rolling