+43.7%
PYPL vs EQT
+39.2%
+4.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.8% |
| 7D | -4.3% | -2.0% | -2.3% | -4.1% |
| 30D | -11.5% | +1.0% | -12.5% | -11.6% |
| 3M | +26.1% | +4.0% | +22.1% | +25.3% |
| 6M | +13.7% | -11.7% | +25.4% | +15.3% |
| YTD | -9.8% | +2.8% | -12.7% | -10.7% |
| 1Y | -22.1% | +10.0% | -32.1% | -23.7% |
| 3Y | -13.5% | +34.1% | -47.6% | -18.6% |
| 5Y | -81.6% | +195.3% | -276.9% | -84.6% |
| 10Y | +38.8% | +51.6% | -12.8% | +10.3% |
| All | +43.7% | +39.2% | +4.5% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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