+38.8%
PYPL vs IBN
+312.2%
-273.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.3% |
| 7D | -4.3% | -5.1% | +0.8% | -2.5% |
| 30D | -11.5% | -3.5% | -7.9% | -10.3% |
| 3M | +26.1% | +11.3% | +14.8% | +21.5% |
| 6M | +13.7% | +4.4% | +9.2% | +11.8% |
| YTD | -9.8% | -1.8% | -8.0% | -9.6% |
| 1Y | -22.1% | -8.0% | -14.1% | -20.2% |
| 3Y | -13.5% | +27.1% | -40.6% | -21.8% |
| 5Y | -81.6% | +54.5% | -136.1% | -84.4% |
| 10Y | +38.8% | +314.2% | -275.4% | -4.5% |
| All | +38.8% | +312.2% | -273.4% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling