+51.4%
PYPL vs NI
+248.6%
-197.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.8% |
| 7D | +2.7% | +2.0% | +0.7% | +2.0% |
| 30D | -4.9% | -3.5% | -1.4% | -3.6% |
| 3M | +28.9% | -9.1% | +38.0% | +33.2% |
| 6M | +18.2% | -11.8% | +30.1% | +23.3% |
| YTD | -5.0% | +1.1% | -6.1% | -6.0% |
| 1Y | -18.8% | +6.7% | -25.5% | -21.4% |
| 3Y | -12.6% | +71.1% | -83.7% | -29.2% |
| 5Y | -80.8% | +94.3% | -175.1% | -85.3% |
| 10Y | +49.9% | +135.8% | -85.9% | +5.7% |
| All | +51.4% | +248.6% | -197.2% | -12.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling