+233.7%
SMH vs PYPL
-71.8%
+305.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PYPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.7% | -3.5% |
| 7D | +4.9% | +0.1% | +4.8% | +4.9% |
| 30D | -13.8% | +5.7% | -19.5% | -15.5% |
| 3M | -17.4% | -1.9% | -15.5% | -17.4% |
| 6M | -15.0% | +31.8% | -46.8% | -24.3% |
| YTD | +35.2% | +2.4% | +32.7% | +30.1% |
| 1Y | +41.6% | -8.2% | +49.8% | +42.2% |
| 3Y | +215.6% | +10.2% | +205.4% | +182.3% |
| All | +233.7% | -71.8% | +305.4% | +317.4% |
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