+63.2%
PYPL vs BUD
-10.2%
+73.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +1.9% | +1.0% |
| 7D | +3.9% | +4.5% | -0.5% | +2.4% |
| 30D | +7.8% | +12.5% | -4.7% | +3.5% |
| 3M | -0.7% | 0.0% | -0.6% | -0.9% |
| 6M | +28.8% | +3.8% | +25.0% | +26.6% |
| YTD | +2.4% | +33.1% | -30.7% | -8.8% |
| 1Y | -9.6% | +35.5% | -45.1% | -20.1% |
| 3Y | +9.7% | +49.4% | -39.7% | -8.3% |
| 5Y | -73.5% | +48.0% | -121.5% | -77.9% |
| 10Y | +46.5% | -8.6% | +55.0% | +37.6% |
| All | +63.2% | -10.2% | +73.4% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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