+46.9%
PYPL vs URI
+1,189.1%
-1,142.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | -0.1% | -1.4% |
| 7D | +1.0% | -6.0% | +7.0% | +2.8% |
| 30D | +5.9% | +4.6% | +1.3% | +4.0% |
| 3M | -0.2% | -2.7% | +2.5% | 0.0% |
| 6M | +30.3% | +18.4% | +11.9% | +21.1% |
| YTD | +1.6% | +37.4% | -35.8% | -12.7% |
| 1Y | -10.3% | +30.4% | -40.6% | -21.4% |
| 3Y | +8.5% | +147.9% | -139.4% | -27.1% |
| 5Y | -71.0% | +202.1% | -273.0% | -82.3% |
| 10Y | +46.9% | +1,182.4% | -1,135.5% | -39.2% |
| All | +46.9% | +1,189.1% | -1,142.1% | -39.2% |
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