+47.2%
PYPL vs GEN
+166.9%
-119.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.3% | +1.4% |
| 7D | +2.2% | -0.3% | +2.5% | +2.3% |
| 30D | +8.1% | +28.2% | -20.0% | -1.4% |
| 3M | +1.9% | +2.6% | -0.7% | -0.4% |
| 6M | +33.1% | +32.7% | +0.4% | +17.8% |
| YTD | +3.8% | +11.3% | -7.5% | -2.5% |
| 1Y | -8.3% | +17.9% | -26.3% | -15.8% |
| 3Y | +11.9% | +66.3% | -54.5% | -9.7% |
| 5Y | -70.4% | +31.7% | -102.1% | -74.6% |
| 10Y | +47.2% | +150.0% | -102.8% | -5.2% |
| All | +47.2% | +166.9% | -119.7% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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