+40.1%
PYPL vs MKSI
+524.1%
-484.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | 0.0% |
| 7D | -2.3% | +2.7% | -4.9% | -3.2% |
| 30D | -9.0% | -12.8% | +3.8% | -4.9% |
| 3M | +30.6% | -22.5% | +53.1% | +36.8% |
| 6M | +18.6% | +19.4% | -0.8% | +3.4% |
| YTD | -7.2% | +67.7% | -74.9% | -30.4% |
| 1Y | -19.3% | +131.4% | -150.7% | -48.0% |
| 3Y | -12.3% | +197.3% | -209.6% | -54.8% |
| 5Y | -80.9% | +87.0% | -167.9% | -88.3% |
| All | +40.1% | +524.1% | -484.0% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 10y: compounded portfolio wealth divided by compounded MKSI 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…
10y analysis · Full analysis span regression · 6 months rolling