+51.4%
PYPL vs SPXU
-99.7%
+151.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.3% | -2.5% |
| 7D | +2.7% | -0.1% | +2.8% | +2.8% |
| 30D | -4.9% | +0.8% | -5.7% | -4.4% |
| 3M | +28.9% | -4.7% | +33.6% | +27.4% |
| 6M | +18.2% | -29.6% | +47.9% | +3.4% |
| YTD | -5.0% | -29.9% | +24.8% | -16.4% |
| 1Y | -18.8% | -39.1% | +20.3% | -32.0% |
| 3Y | -12.6% | -80.0% | +67.4% | -48.6% |
| 5Y | -80.8% | -86.0% | +5.3% | -87.8% |
| 10Y | +49.9% | -99.5% | +149.4% | -62.4% |
| All | +51.4% | -99.7% | +151.1% | -63.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling