-81.0%
PYPL vs SUI
-32.0%
-49.1%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +29.6% |
| 6M | +18.2% | -10.5% | +28.7% | +23.8% |
| 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% | -21.2% |
| All | -81.0% | -32.0% | -49.1% | -79.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling