+63.2%
PYPL vs SUI
+168.6%
-105.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +1.9% | +1.1% |
| 7D | +3.9% | +6.2% | -2.3% | +1.1% |
| 30D | +7.8% | +8.6% | -0.8% | +3.6% |
| 3M | -0.7% | +1.0% | -1.7% | -1.4% |
| 6M | +28.8% | -2.6% | +31.4% | +29.6% |
| YTD | +2.4% | -0.1% | +2.5% | +1.4% |
| 1Y | -9.6% | +0.5% | -10.1% | -10.7% |
| 3Y | +9.7% | +15.3% | -5.6% | -1.6% |
| 5Y | -73.5% | -26.1% | -47.3% | -70.9% |
| 10Y | +46.5% | +117.8% | -71.4% | +4.5% |
| All | +63.2% | +168.6% | -105.5% | +4.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling