+50.1%
PYPL vs IP
+26.2%
+24.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.9% | -1.5% | +0.4% |
| 7D | +2.2% | -3.0% | +5.2% | +3.2% |
| 30D | +8.1% | +10.6% | -2.5% | +4.3% |
| 3M | +1.9% | -13.6% | +15.5% | +6.8% |
| 6M | +33.1% | +10.4% | +22.7% | +26.8% |
| YTD | +3.8% | -6.5% | +10.3% | +2.6% |
| 1Y | -8.3% | -2.1% | -6.2% | -11.1% |
| 3Y | +11.9% | +22.0% | -10.1% | -3.7% |
| 5Y | -70.4% | -9.7% | -60.7% | -71.6% |
| All | +50.1% | +26.2% | +24.0% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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