+9.7%
PYPL vs ROIV
+314.9%
-305.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.2% | -5.7% | -0.6% |
| 7D | +3.9% | +5.3% | -1.4% | +2.9% |
| 30D | +7.8% | +11.9% | -4.1% | +5.6% |
| 3M | -0.7% | +10.7% | -11.4% | -2.8% |
| 6M | +28.8% | +34.9% | -6.1% | +20.1% |
| YTD | +2.4% | +79.2% | -76.8% | -10.5% |
| 1Y | -9.6% | +89.0% | -98.6% | -22.1% |
| 3Y | +9.7% | +337.3% | -327.7% | -25.7% |
| All | +9.7% | +314.9% | -305.3% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling