+63.8%
PYPL vs BEN
+26.7%
+37.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -1.2% | +7.2% | -8.4% | -4.3% |
| 30D | +6.1% | +14.1% | -8.0% | -0.1% |
| 3M | +1.1% | +9.9% | -8.9% | -3.4% |
| 6M | +32.7% | +17.4% | +15.3% | +22.8% |
| YTD | +2.8% | +57.3% | -54.5% | -17.2% |
| 1Y | -10.8% | +66.9% | -77.7% | -30.1% |
| 3Y | +9.8% | +85.7% | -75.9% | -19.7% |
| 5Y | -70.2% | +31.2% | -101.4% | -75.2% |
| 10Y | +50.1% | +61.0% | -11.0% | +3.7% |
| All | +63.8% | +26.7% | +37.1% | +50.1% |
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