+50.1%
PYPL vs SUI
+120.9%
-70.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +1.6% |
| 7D | -1.2% | -2.4% | +1.2% | -0.1% |
| 30D | +6.1% | +3.3% | +2.8% | +4.3% |
| 3M | +1.1% | +0.7% | +0.4% | +0.5% |
| 6M | +32.7% | -4.1% | +36.9% | +34.6% |
| YTD | +2.8% | -1.8% | +4.6% | +2.6% |
| 1Y | -10.8% | -4.1% | -6.7% | -10.0% |
| 3Y | +9.8% | +17.4% | -7.6% | -2.9% |
| 5Y | -70.2% | -27.0% | -43.2% | -67.1% |
| 10Y | +50.1% | +121.2% | -71.1% | +11.3% |
| All | +50.1% | +120.9% | -70.8% | +11.3% |
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