+9.1%
PYPL vs USB
+90.4%
-81.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.0% |
| 7D | +3.5% | -1.5% | +5.0% | +4.3% |
| 30D | +8.0% | +4.3% | +3.7% | +5.6% |
| 3M | +2.0% | -6.1% | +8.1% | +5.2% |
| 6M | +27.6% | +9.4% | +18.2% | +21.6% |
| YTD | +1.9% | +15.2% | -13.3% | -7.0% |
| 1Y | -12.4% | +32.8% | -45.2% | -26.8% |
| All | +9.1% | +90.4% | -81.3% | -27.7% |
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