+51.9%
PYPL vs APTV
-27.3%
+79.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.4% |
| 7D | -1.1% | -5.0% | +3.9% | +0.7% |
| 30D | +3.8% | -12.3% | +16.1% | +8.6% |
| 3M | -1.3% | -19.9% | +18.7% | +6.5% |
| 6M | +29.0% | -29.4% | +58.4% | +42.3% |
| YTD | +0.7% | -49.0% | +49.7% | +24.1% |
| 1Y | -12.3% | -53.1% | +40.8% | +11.6% |
| 3Y | +7.6% | -48.9% | +56.5% | +27.9% |
| 5Y | -71.7% | -77.2% | +5.5% | -56.1% |
| All | +51.9% | -27.3% | +79.2% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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