+9.1%
PYPL vs WM
+50.2%
-41.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.2% | -2.3% |
| 7D | +3.5% | +4.5% | -1.0% | +2.7% |
| 30D | +8.0% | +16.1% | -8.1% | +4.9% |
| 3M | +2.0% | +8.0% | -6.0% | +0.4% |
| 6M | +27.6% | +8.4% | +19.1% | +25.5% |
| YTD | +1.9% | +11.2% | -9.3% | -0.2% |
| 1Y | -12.4% | +22.3% | -34.7% | -15.8% |
| All | +9.1% | +50.2% | -41.1% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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