-81.3%
PYPL vs GEN
+20.2%
-101.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.7% | -0.5% | -2.0% |
| 7D | +1.7% | -0.7% | +2.4% | +2.1% |
| 30D | -9.7% | +2.6% | -12.4% | -11.0% |
| 3M | +29.2% | +15.8% | +13.4% | +20.4% |
| 6M | +13.9% | +33.1% | -19.3% | -1.5% |
| YTD | -8.1% | +11.3% | -19.4% | -13.4% |
| 1Y | -21.4% | +1.7% | -23.0% | -22.8% |
| 3Y | -11.8% | +58.1% | -70.0% | -30.2% |
| All | -81.3% | +20.2% | -101.4% | -84.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling