+49.5%
PYPL vs SUI
+110.1%
-60.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.9% |
| 7D | +2.7% | -2.8% | +5.5% | +4.0% |
| 30D | -4.9% | -1.2% | -3.7% | -4.4% |
| 3M | +28.9% | -1.7% | +30.6% | +29.7% |
| 6M | +18.2% | -10.5% | +28.7% | +23.9% |
| YTD | -5.0% | -1.8% | -3.2% | -5.0% |
| 1Y | -18.8% | -4.1% | -14.7% | -18.1% |
| 3Y | -12.6% | +11.3% | -23.8% | -20.3% |
| 5Y | -80.8% | -32.1% | -48.7% | -78.0% |
| All | +49.5% | +110.1% | -60.6% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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