+61.9%
PYPL vs SUI
+166.3%
-104.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.7% |
| 7D | +1.0% | +3.4% | -2.4% | -0.6% |
| 30D | +5.9% | +4.6% | +1.2% | +3.5% |
| 3M | -0.2% | +1.6% | -1.8% | -1.2% |
| 6M | +30.3% | -3.5% | +33.8% | +31.7% |
| YTD | +1.6% | -1.0% | +2.6% | +1.0% |
| 1Y | -10.3% | -1.7% | -8.6% | -10.5% |
| 3Y | +8.5% | +18.4% | -9.8% | -4.0% |
| 5Y | -71.0% | -26.3% | -44.6% | -68.1% |
| 10Y | +46.9% | +123.3% | -76.4% | +4.1% |
| All | +61.9% | +166.3% | -104.4% | +3.9% |
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 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