+63.3%
PYPL vs APTV
-42.6%
+105.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.8% | +1.7% |
| 7D | +0.1% | -1.7% | +1.8% | +0.7% |
| 30D | +5.7% | -11.6% | +17.3% | +10.3% |
| 3M | -1.9% | -21.2% | +19.3% | +6.5% |
| 6M | +31.8% | -28.5% | +60.3% | +44.7% |
| YTD | +2.4% | -49.1% | +51.5% | +26.2% |
| 1Y | -8.2% | -52.2% | +43.9% | +15.8% |
| 3Y | +10.2% | -48.6% | +58.8% | +30.8% |
| 5Y | -71.2% | -77.3% | +6.0% | -55.2% |
| 10Y | +49.6% | -26.9% | +76.4% | +43.4% |
| All | +63.3% | -42.6% | +105.9% | +70.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling