+51.4%
PYPL vs BEN
+20.0%
+31.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.5% | -6.6% | -4.6% |
| 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% | +23.3% |
| 6M | +18.2% | +33.9% | -15.7% | +2.9% |
| YTD | -5.0% | +49.0% | -54.0% | -21.4% |
| 1Y | -18.8% | +42.1% | -60.9% | -31.5% |
| 3Y | -12.6% | +51.9% | -64.5% | -30.0% |
| 5Y | -80.8% | +39.0% | -119.8% | -84.2% |
| 10Y | +49.9% | +57.9% | -7.9% | +4.5% |
| All | +51.4% | +20.0% | +31.4% | +42.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling