+40.1%
PYPL vs AU
+699.0%
-658.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.2% | +0.7% |
| 7D | -2.3% | -4.3% | +2.0% | -1.9% |
| 30D | -9.0% | +7.3% | -16.3% | -9.6% |
| 3M | +30.6% | +26.3% | +4.3% | +27.7% |
| 6M | +18.6% | +1.8% | +16.8% | +17.6% |
| YTD | -7.2% | +26.8% | -34.0% | -10.3% |
| 1Y | -19.3% | +66.7% | -85.9% | -24.3% |
| 3Y | -12.3% | +579.1% | -591.4% | -29.8% |
| 5Y | -80.9% | +689.3% | -770.2% | -85.1% |
| All | +40.1% | +699.0% | -658.9% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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