-71.7%
PYPL vs ROIV
+413.4%
-485.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.4% | +2.5% | -1.4% |
| 7D | -1.1% | +9.2% | -10.3% | -2.3% |
| 30D | +3.8% | +19.9% | -16.1% | +1.2% |
| 3M | -1.3% | +10.6% | -11.9% | -3.0% |
| 6M | +29.0% | +36.1% | -7.0% | +22.6% |
| YTD | +0.7% | +84.3% | -83.5% | -8.7% |
| 1Y | -12.3% | +87.6% | -99.8% | -20.7% |
| 3Y | +7.6% | +353.9% | -346.3% | -14.9% |
| 5Y | -71.7% | +376.1% | -447.8% | -81.6% |
| All | -71.7% | +413.4% | -485.0% | -81.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling