-81.0%
PYPL vs DOC
-24.5%
-56.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.8% | -1.2% | -2.2% |
| 7D | +2.7% | -1.5% | +4.2% | +3.5% |
| 30D | -4.9% | -4.8% | -0.1% | -2.6% |
| 3M | +28.9% | +6.9% | +22.0% | +24.6% |
| 6M | +18.2% | +20.7% | -2.5% | +6.3% |
| YTD | -5.0% | +34.1% | -39.2% | -19.3% |
| 1Y | -18.8% | +22.6% | -41.5% | -27.9% |
| 3Y | -12.6% | +20.8% | -33.4% | -23.5% |
| All | -81.0% | -24.5% | -56.5% | -79.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling