-81.0%
PYPL vs WMB
+275.1%
-356.2%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.2% | -3.1% |
| 7D | +2.7% | +0.6% | +2.1% | +2.5% |
| 30D | -4.9% | +3.3% | -8.2% | -5.9% |
| 3M | +28.9% | +3.1% | +25.7% | +27.0% |
| 6M | +18.2% | -0.7% | +18.9% | +17.5% |
| YTD | -5.0% | +25.2% | -30.2% | -13.8% |
| 1Y | -18.8% | +32.9% | -51.7% | -28.4% |
| 3Y | -12.6% | +140.6% | -153.1% | -41.5% |
| All | -81.0% | +275.1% | -356.2% | -88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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