-18.8%
PYPL vs URI
+4.6%
-23.3%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.6% | -3.0% |
| 7D | +2.7% | -2.0% | +4.7% | +2.7% |
| 30D | -4.9% | -12.9% | +8.1% | -4.9% |
| 3M | +28.9% | -6.7% | +35.6% | +28.8% |
| 6M | +18.2% | +19.0% | -0.8% | +16.8% |
| YTD | -5.0% | +25.5% | -30.6% | -7.3% |
| All | -18.8% | +4.6% | -23.3% | -19.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling