-12.8%
PYPL vs USB
+95.2%
-108.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.8% | -2.9% |
| 7D | +2.7% | +1.4% | +1.2% | +2.0% |
| 30D | -4.9% | -1.3% | -3.6% | -4.3% |
| 3M | +28.9% | +15.2% | +13.6% | +19.9% |
| 6M | +18.2% | +18.8% | -0.6% | +8.0% |
| YTD | -5.0% | +21.0% | -26.0% | -15.4% |
| 1Y | -18.8% | +34.0% | -52.8% | -32.0% |
| All | -12.8% | +95.2% | -108.0% | -42.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling