-81.3%
PYPL vs SPXU
-86.1%
+4.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.7% | -4.9% | -2.4% |
| 7D | +1.7% | -1.5% | +3.2% | +1.2% |
| 30D | -9.7% | +3.7% | -13.5% | -7.9% |
| 3M | +29.2% | -9.6% | +38.8% | +24.2% |
| 6M | +13.9% | -32.4% | +46.2% | -3.5% |
| YTD | -8.1% | -28.7% | +20.6% | -19.3% |
| 1Y | -21.4% | -38.2% | +16.8% | -34.7% |
| 3Y | -11.8% | -80.4% | +68.6% | -52.2% |
| All | -81.3% | -86.1% | +4.8% | -89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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