+9.7%
PYPL vs HWM
+330.6%
-320.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -2.0% | -0.2% |
| 7D | +3.9% | +3.3% | +0.6% | +2.8% |
| 30D | +7.8% | -7.6% | +15.4% | +9.7% |
| 3M | -0.7% | -28.9% | +28.3% | +8.7% |
| 6M | +28.8% | -19.7% | +48.4% | +35.2% |
| YTD | +2.4% | +0.5% | +1.8% | -2.1% |
| 1Y | -9.6% | +0.3% | -9.8% | -13.6% |
| 3Y | +9.7% | +325.8% | -316.2% | -41.7% |
| All | +9.7% | +330.6% | -320.9% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 3y: compounded portfolio wealth divided by compounded HWM 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…
3y analysis · Full analysis span regression · 6 months rolling