+9.7%
PYPL vs URI
+138.8%
-129.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.7% | +0.2% |
| 7D | +3.9% | -9.8% | +13.7% | +6.1% |
| 30D | +7.8% | +1.7% | +6.1% | +7.2% |
| 3M | -0.7% | -9.1% | +8.4% | +1.0% |
| 6M | +28.8% | +9.9% | +18.9% | +24.3% |
| YTD | +2.4% | +31.2% | -28.8% | -8.0% |
| 1Y | -9.6% | +25.9% | -35.5% | -17.6% |
| 3Y | +9.7% | +147.4% | -137.7% | -19.8% |
| All | +9.7% | +138.8% | -129.1% | -19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling