-71.8%
PYPL vs U
-73.3%
+1.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.2% | -3.6% | +0.4% |
| 7D | +0.1% | +2.6% | -2.5% | -0.6% |
| 30D | +5.7% | +27.6% | -21.9% | -1.2% |
| 3M | -1.9% | +15.3% | -17.3% | -6.4% |
| 6M | +31.8% | +96.4% | -64.6% | +8.7% |
| YTD | +2.4% | +19.6% | -17.1% | -7.2% |
| 1Y | -8.2% | +42.1% | -50.4% | -21.0% |
| 3Y | +10.2% | +87.5% | -77.3% | -20.9% |
| All | -71.8% | -73.3% | +1.5% | -66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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