-81.1%
PYPL vs BEN
+42.4%
-123.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.1% |
| 7D | +1.7% | +4.7% | -2.9% | -1.0% |
| 30D | -9.7% | +2.6% | -12.4% | -11.2% |
| 3M | +29.2% | +11.5% | +17.7% | +20.6% |
| 6M | +13.9% | +35.3% | -21.4% | -6.2% |
| YTD | -8.1% | +48.6% | -56.7% | -28.9% |
| 1Y | -21.4% | +46.7% | -68.1% | -38.9% |
| 3Y | -11.8% | +57.0% | -68.8% | -36.8% |
| 5Y | -81.1% | +41.8% | -123.0% | -86.3% |
| All | -81.1% | +42.4% | -123.5% | -86.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling