+51.4%
PYPL vs RMD
+375.7%
-324.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.7% | -2.9% |
| 7D | +2.7% | -5.0% | +7.7% | +4.9% |
| 30D | -4.9% | +2.2% | -7.1% | -6.2% |
| 3M | +28.9% | +17.8% | +11.0% | +19.2% |
| 6M | +18.2% | -11.3% | +29.6% | +23.4% |
| YTD | -5.0% | -4.4% | -0.6% | -4.5% |
| 1Y | -18.8% | -15.7% | -3.1% | -13.6% |
| 3Y | -12.6% | +47.7% | -60.3% | -31.6% |
| 5Y | -80.8% | -19.2% | -61.6% | -80.3% |
| 10Y | +49.9% | +280.4% | -230.5% | -20.2% |
| All | +51.4% | +375.7% | -324.3% | -24.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling