-81.0%
PYPL vs URI
+200.7%
-281.7%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.6% | -3.6% |
| 7D | +2.7% | -2.0% | +4.7% | +3.3% |
| 30D | -4.9% | -12.9% | +8.1% | -0.1% |
| 3M | +28.9% | -6.7% | +35.6% | +30.9% |
| 6M | +18.2% | +19.0% | -0.8% | +6.9% |
| YTD | -5.0% | +25.5% | -30.6% | -17.5% |
| 1Y | -18.8% | +5.5% | -24.4% | -24.0% |
| 3Y | -12.6% | +111.3% | -123.9% | -45.2% |
| All | -81.0% | +200.7% | -281.7% | -91.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling