-81.1%
PYPL vs IBN
+56.7%
-137.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.7% | -1.7% |
| 7D | +1.7% | -2.2% | +3.9% | +3.2% |
| 30D | -9.7% | -2.3% | -7.5% | -8.5% |
| 3M | +29.2% | +15.9% | +13.3% | +18.3% |
| 6M | +13.9% | +5.6% | +8.3% | +9.9% |
| YTD | -8.1% | -0.1% | -8.0% | -8.7% |
| 1Y | -21.4% | -6.5% | -14.8% | -19.1% |
| 3Y | -11.8% | +29.3% | -41.1% | -30.9% |
| 5Y | -81.1% | +56.6% | -137.7% | -87.7% |
| All | -81.1% | +56.7% | -137.9% | -87.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling