-12.8%
PYPL vs PH
+134.7%
-147.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -2.9% |
| 7D | +2.7% | -3.1% | +5.7% | +4.1% |
| 30D | -4.9% | -3.2% | -1.6% | -3.6% |
| 3M | +28.9% | +10.6% | +18.3% | +22.2% |
| 6M | +18.2% | -2.1% | +20.4% | +18.3% |
| YTD | -5.0% | +10.2% | -15.2% | -11.4% |
| 1Y | -18.8% | +28.2% | -47.0% | -30.9% |
| All | -12.8% | +134.7% | -147.6% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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