+46.9%
PYPL vs GEN
+151.0%
-104.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.4% |
| 7D | +1.0% | +1.0% | 0.0% | +0.6% |
| 30D | +5.9% | +29.1% | -23.2% | -3.7% |
| 3M | -0.2% | +2.9% | -3.2% | -2.6% |
| 6M | +30.3% | +33.6% | -3.3% | +15.0% |
| YTD | +1.6% | +12.0% | -10.5% | -4.8% |
| 1Y | -10.3% | +16.2% | -26.4% | -17.1% |
| 3Y | +8.5% | +65.1% | -56.5% | -12.2% |
| 5Y | -71.0% | +33.3% | -104.3% | -75.2% |
| 10Y | +46.9% | +149.7% | -102.7% | -5.7% |
| All | +46.9% | +151.0% | -104.0% | -5.7% |
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