+47.2%
PYPL vs URI
+1,313.6%
-1,266.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.9% | -5.5% | -0.9% |
| 7D | +2.2% | -4.0% | +6.2% | +3.3% |
| 30D | +8.1% | +6.8% | +1.3% | +5.5% |
| 3M | +1.9% | -2.8% | +4.7% | +2.2% |
| 6M | +33.1% | +20.9% | +12.3% | +22.9% |
| YTD | +3.8% | +40.2% | -36.5% | -11.4% |
| 1Y | -8.3% | +34.1% | -42.4% | -20.4% |
| 3Y | +11.9% | +164.1% | -152.3% | -26.5% |
| 5Y | -70.4% | +199.3% | -269.8% | -82.0% |
| 10Y | +47.2% | +1,218.8% | -1,171.7% | -39.4% |
| All | +47.2% | +1,313.6% | -1,266.5% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling