+51.4%
PYPL vs URI
+1,159.2%
-1,107.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.6% | -3.5% |
| 7D | +2.7% | -2.0% | +4.7% | +3.2% |
| 30D | -4.9% | -12.9% | +8.1% | -1.0% |
| 3M | +28.9% | -6.7% | +35.6% | +30.6% |
| 6M | +18.2% | +19.0% | -0.8% | +9.4% |
| YTD | -5.0% | +25.5% | -30.6% | -14.5% |
| 1Y | -18.8% | +5.5% | -24.4% | -22.9% |
| 3Y | -12.6% | +111.3% | -123.9% | -35.3% |
| 5Y | -80.8% | +198.6% | -279.3% | -87.5% |
| 10Y | +49.9% | +1,179.9% | -1,130.0% | -37.5% |
| All | +51.4% | +1,159.2% | -1,107.8% | -35.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling