-73.9%
PYPL vs WM
+59.1%
-133.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +1.2% |
| 7D | +3.9% | +1.2% | +2.7% | +3.5% |
| 30D | +7.8% | +13.1% | -5.3% | +2.9% |
| 3M | -0.7% | +3.6% | -4.3% | -2.2% |
| 6M | +28.8% | +8.1% | +20.7% | +24.6% |
| YTD | +2.4% | +8.9% | -6.5% | -1.6% |
| 1Y | -9.6% | +20.3% | -29.9% | -16.7% |
| 3Y | +9.7% | +46.2% | -36.5% | -12.1% |
| All | -73.9% | +59.1% | -133.0% | -81.3% |
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