+51.4%
PYPL vs HRB
+155.7%
-104.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.0% | +1.0% | -2.1% |
| 7D | +2.7% | -5.7% | +8.3% | +4.1% |
| 30D | -4.9% | +7.9% | -12.8% | -6.9% |
| 3M | +28.9% | +32.1% | -3.2% | +20.3% |
| 6M | +18.2% | +62.2% | -44.0% | +4.4% |
| YTD | -5.0% | +16.4% | -21.4% | -9.6% |
| 1Y | -18.8% | -0.3% | -18.6% | -20.1% |
| 3Y | -12.6% | +36.0% | -48.6% | -20.9% |
| 5Y | -80.8% | +125.2% | -206.0% | -84.6% |
| 10Y | +49.9% | +237.7% | -187.8% | +3.1% |
| All | +51.4% | +155.7% | -104.3% | +12.0% |
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