+63.8%
PYPL vs WU
-31.2%
+95.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.0% | +4.2% | +2.6% |
| 7D | -1.2% | +2.1% | -3.3% | -2.5% |
| 30D | +6.1% | +10.1% | -4.0% | +0.9% |
| 3M | +1.1% | -1.1% | +2.2% | +1.0% |
| 6M | +32.7% | -19.8% | +52.5% | +44.5% |
| YTD | +2.8% | -20.8% | +23.5% | +11.9% |
| 1Y | -10.8% | -15.1% | +4.3% | -6.3% |
| 3Y | +9.8% | -23.2% | +33.0% | +18.3% |
| 5Y | -70.2% | -42.6% | -27.6% | -63.3% |
| 10Y | +50.1% | -38.9% | +88.9% | +64.0% |
| All | +63.8% | -31.2% | +95.0% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 all: compounded portfolio wealth divided by compounded WU 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…
all analysis · Full analysis span regression · 6 months rolling