+63.3%
PYPL vs HRB
+160.6%
-97.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.4% | +3.1% | +2.0% |
| 7D | +0.1% | -5.1% | +5.2% | +1.2% |
| 30D | +5.7% | +8.7% | -3.0% | +3.5% |
| 3M | -1.9% | -5.4% | +3.5% | -1.0% |
| 6M | +31.8% | +41.6% | -9.7% | +20.6% |
| YTD | +2.4% | +18.7% | -16.2% | -3.2% |
| 1Y | -8.2% | +16.4% | -24.7% | -12.9% |
| 3Y | +10.2% | +22.0% | -11.8% | +2.0% |
| 5Y | -71.2% | +141.2% | -212.4% | -77.3% |
| 10Y | +49.6% | +223.1% | -173.6% | +3.5% |
| All | +63.3% | +160.6% | -97.4% | +19.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling