-81.1%
PYPL vs WEC
+34.9%
-116.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.1% | -4.3% | -3.5% |
| 7D | +1.7% | +0.8% | +0.9% | +1.5% |
| 30D | -9.7% | +0.3% | -10.1% | -9.8% |
| 3M | +29.2% | -2.9% | +32.1% | +30.0% |
| 6M | +13.9% | -5.9% | +19.8% | +15.3% |
| YTD | -8.1% | +4.1% | -12.3% | -9.7% |
| 1Y | -21.4% | +3.1% | -24.5% | -22.6% |
| 3Y | -11.8% | +40.8% | -52.6% | -21.9% |
| 5Y | -81.1% | +31.7% | -112.8% | -82.9% |
| All | -81.1% | +34.9% | -116.0% | -82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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