-81.6%
PYPL vs HRB
+104.8%
-186.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.5% |
| 7D | -4.3% | -10.6% | +6.3% | -1.6% |
| 30D | -11.5% | -0.8% | -10.6% | -11.6% |
| 3M | +26.1% | +19.1% | +7.1% | +20.0% |
| 6M | +13.7% | +48.7% | -35.0% | +1.4% |
| YTD | -9.8% | +7.1% | -17.0% | -12.3% |
| 1Y | -22.1% | -8.3% | -13.7% | -21.2% |
| 3Y | -13.5% | +25.8% | -39.3% | -21.6% |
| 5Y | -81.6% | +111.1% | -192.7% | -84.4% |
| All | -81.6% | +104.8% | -186.5% | -84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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