-71.8%
PYPL vs IBB
+39.3%
-111.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.0% |
| 7D | +0.1% | -0.5% | +0.6% | +0.5% |
| 30D | +5.7% | +4.6% | +1.1% | +1.4% |
| 3M | -1.9% | +6.8% | -8.7% | -8.1% |
| 6M | +31.8% | +23.1% | +8.7% | +8.1% |
| YTD | +2.4% | +26.0% | -23.6% | -18.4% |
| 1Y | -8.2% | +30.4% | -38.6% | -29.4% |
| 3Y | +10.2% | +85.4% | -75.2% | -42.7% |
| All | -71.8% | +39.3% | -111.1% | -81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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