+338.0%
SMH vs PYPL
-81.6%
+419.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PYPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.7% |
| 7D | +4.3% | -4.3% | +8.7% | +5.7% |
| 30D | +0.9% | -11.5% | +12.3% | +4.6% |
| 3M | -2.8% | +26.1% | -29.0% | -12.2% |
| 6M | +45.6% | +13.7% | +31.9% | +36.0% |
| YTD | +59.5% | -9.8% | +69.3% | +60.5% |
| 1Y | +93.4% | -22.1% | +115.5% | +104.8% |
| 3Y | +287.1% | -13.5% | +300.6% | +279.3% |
| 5Y | +338.0% | -81.6% | +419.7% | +548.6% |
| All | +338.0% | -81.6% | +419.7% | +548.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PYPL.
Daily Out/Under-Performance
Portfolio return minus PYPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PYPL 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 PYPL 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