-81.1%
PYPL vs PH
+252.1%
-333.2%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -2.8% |
| 7D | +1.7% | +0.4% | +1.3% | +1.5% |
| 30D | -9.7% | -10.8% | +1.1% | -3.8% |
| 3M | +29.2% | +8.5% | +20.8% | +22.4% |
| 6M | +13.9% | +3.9% | +10.0% | +9.4% |
| YTD | -8.1% | +9.4% | -17.5% | -15.2% |
| 1Y | -21.4% | +26.8% | -48.2% | -34.4% |
| 3Y | -11.8% | +140.8% | -152.6% | -53.7% |
| 5Y | -81.1% | +253.8% | -334.9% | -93.1% |
| All | -81.1% | +252.1% | -333.2% | -93.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling