+51.9%
PYPL vs USB
+82.2%
-30.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.8% |
| 7D | -1.1% | +1.2% | -2.3% | -1.6% |
| 30D | +3.8% | +6.3% | -2.5% | +1.2% |
| 3M | -1.3% | -6.1% | +4.8% | +1.3% |
| 6M | +29.0% | +13.0% | +16.0% | +22.4% |
| YTD | +0.7% | +16.6% | -15.8% | -6.6% |
| 1Y | -12.3% | +31.1% | -43.4% | -22.8% |
| 3Y | +7.6% | +100.9% | -93.3% | -20.9% |
| 5Y | -71.7% | +24.5% | -96.2% | -75.5% |
| All | +51.9% | +82.2% | -30.3% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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