+65.4%
PYPL vs RMD
+391.1%
-325.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | +2.2% | +1.2% | +1.0% | +1.6% |
| 30D | +8.1% | +2.5% | +5.7% | +6.6% |
| 3M | +1.9% | +11.5% | -9.6% | -3.6% |
| 6M | +33.1% | +14.7% | +18.4% | +23.7% |
| YTD | +3.8% | -1.3% | +5.1% | +2.5% |
| 1Y | -8.3% | -5.3% | -3.0% | -7.7% |
| 3Y | +11.9% | +68.8% | -56.9% | -17.8% |
| 5Y | -70.4% | -5.9% | -64.6% | -71.8% |
| 10Y | +47.2% | +348.7% | -301.5% | -26.5% |
| All | +65.4% | +391.1% | -325.7% | -19.3% |
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