+38.8%
PYPL vs RMD
+269.7%
-230.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.7% |
| 7D | -4.3% | -4.7% | +0.4% | -2.3% |
| 30D | -11.5% | +0.2% | -11.7% | -11.8% |
| 3M | +26.1% | +12.0% | +14.1% | +19.2% |
| 6M | +13.7% | -12.5% | +26.2% | +19.4% |
| YTD | -9.8% | -7.9% | -1.9% | -7.8% |
| 1Y | -22.1% | -20.4% | -1.7% | -14.9% |
| 3Y | -13.5% | +53.1% | -66.6% | -34.1% |
| 5Y | -81.6% | -22.1% | -59.5% | -80.8% |
| 10Y | +38.8% | +275.4% | -236.6% | -22.6% |
| All | +38.8% | +269.7% | -230.9% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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