+45.1%
PYPL vs DOC
+15.7%
+29.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.2% |
| 7D | +3.9% | +6.5% | -2.6% | +1.4% |
| 30D | +7.8% | +9.2% | -1.4% | +4.1% |
| 3M | -0.7% | -2.5% | +1.8% | +0.2% |
| 6M | +28.8% | +7.1% | +21.7% | +24.9% |
| YTD | +2.4% | +33.0% | -30.6% | -9.7% |
| 1Y | -9.6% | +23.3% | -32.9% | -17.8% |
| 3Y | +9.7% | +44.9% | -35.3% | -8.2% |
| 5Y | -73.5% | -21.6% | -51.9% | -72.0% |
| All | +45.1% | +15.7% | +29.4% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling