-81.0%
PYPL vs PTC
+6.0%
-87.1%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -6.0% | +3.0% | +0.6% |
| 7D | +2.7% | -10.3% | +12.9% | +9.4% |
| 30D | -4.9% | +1.1% | -6.0% | -6.0% |
| 3M | +28.9% | +1.6% | +27.3% | +25.4% |
| 6M | +18.2% | -13.5% | +31.7% | +27.0% |
| YTD | -5.0% | -19.1% | +14.0% | +6.6% |
| 1Y | -18.8% | -33.9% | +15.0% | +3.5% |
| 3Y | -12.6% | -3.9% | -8.7% | -19.5% |
| All | -81.0% | +6.0% | -87.1% | -84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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