+60.6%
PYPL vs BEN
+25.2%
+35.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.8% | -1.5% |
| 7D | -1.1% | +11.3% | -12.5% | -5.8% |
| 30D | +3.8% | +15.0% | -11.2% | -2.6% |
| 3M | -1.3% | +7.8% | -9.1% | -4.8% |
| 6M | +29.0% | +15.5% | +13.5% | +20.2% |
| YTD | +0.7% | +55.4% | -54.7% | -18.4% |
| 1Y | -12.3% | +63.3% | -75.5% | -30.6% |
| 3Y | +7.6% | +83.4% | -75.8% | -20.8% |
| 5Y | -71.7% | +28.1% | -99.8% | -76.2% |
| 10Y | +47.1% | +59.1% | -12.0% | +2.2% |
| All | +60.6% | +25.2% | +35.4% | +47.9% |
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