+9.7%
PYPL vs SPGI
+32.5%
-22.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +1.1% |
| 7D | +3.9% | +0.3% | +3.6% | +3.8% |
| 30D | +7.8% | +18.4% | -10.6% | -3.4% |
| 3M | -0.7% | +15.7% | -16.4% | -10.1% |
| 6M | +28.8% | +17.3% | +11.5% | +14.4% |
| YTD | +2.4% | -4.7% | +7.1% | +7.7% |
| 1Y | -9.6% | +1.8% | -11.4% | -9.3% |
| 3Y | +9.7% | +31.7% | -22.0% | -11.7% |
| All | +9.7% | +32.5% | -22.9% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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