+38.8%
PYPL vs BEN
+53.7%
-14.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.2% |
| 7D | -4.3% | +3.4% | -7.7% | -5.8% |
| 30D | -11.5% | +1.8% | -13.3% | -12.2% |
| 3M | +26.1% | +8.4% | +17.8% | +21.4% |
| 6M | +13.7% | +35.6% | -22.0% | -1.4% |
| YTD | -9.8% | +46.4% | -56.2% | -24.6% |
| 1Y | -22.1% | +46.3% | -68.4% | -34.9% |
| 3Y | -13.5% | +54.6% | -68.1% | -30.9% |
| 5Y | -81.6% | +39.4% | -121.0% | -84.9% |
| 10Y | +38.8% | +57.6% | -18.8% | +1.8% |
| All | +38.8% | +53.7% | -14.9% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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