-9.9%
PYPL vs BEN
+57.6%
-67.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.5% | -6.6% | -4.7% |
| 7D | +2.7% | +0.2% | +2.4% | +2.5% |
| 30D | -4.9% | -0.5% | -4.3% | -4.8% |
| 3M | +28.9% | +9.7% | +19.2% | +22.8% |
| 6M | +18.2% | +33.9% | -15.7% | +1.3% |
| YTD | -5.0% | +49.0% | -54.0% | -23.3% |
| 1Y | -18.8% | +42.1% | -60.9% | -33.0% |
| All | -9.9% | +57.6% | -67.4% | -34.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling