-70.4%
PYPL vs WM
+60.4%
-130.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.2% | +1.3% |
| 7D | +2.2% | -0.5% | +2.6% | +2.3% |
| 30D | +8.1% | +13.3% | -5.2% | +3.2% |
| 3M | +1.9% | +4.4% | -2.5% | +0.1% |
| 6M | +33.1% | +10.8% | +22.3% | +27.6% |
| YTD | +3.8% | +9.1% | -5.3% | -0.2% |
| 1Y | -8.3% | +19.1% | -27.4% | -15.1% |
| 3Y | +11.9% | +45.7% | -33.8% | -10.0% |
| 5Y | -70.4% | +60.4% | -130.9% | -78.7% |
| All | -70.4% | +60.4% | -130.9% | -78.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling