+9.1%
PYPL vs IP
+12.9%
-3.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.0% | +1.9% | -1.1% |
| 7D | +3.5% | -5.0% | +8.5% | +4.8% |
| 30D | +8.0% | +6.5% | +1.4% | +6.3% |
| 3M | +2.0% | -18.0% | +20.1% | +6.7% |
| 6M | +27.6% | +10.3% | +17.2% | +23.3% |
| YTD | +1.9% | -9.9% | +11.8% | +1.9% |
| 1Y | -12.4% | -1.1% | -11.3% | -15.2% |
| All | +9.1% | +12.9% | -3.8% | +11.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling