+40.1%
PYPL vs NI
+143.3%
-103.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.3% | 0.0% | -2.3% | -2.3% |
| 30D | -9.0% | -1.4% | -7.7% | -8.6% |
| 3M | +30.6% | -10.6% | +41.2% | +35.8% |
| 6M | +18.6% | -9.3% | +27.9% | +22.3% |
| YTD | -7.2% | +1.1% | -8.3% | -8.2% |
| 1Y | -19.3% | +3.4% | -22.6% | -20.9% |
| 3Y | -12.3% | +67.9% | -80.2% | -28.5% |
| 5Y | -80.9% | +98.0% | -178.8% | -85.5% |
| All | +40.1% | +143.3% | -103.1% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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