+19.8%
XBI vs PYPL
-81.3%
+101.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PYPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.2% | -3.8% | -2.3% |
| 7D | -4.6% | -5.9% | +1.3% | -2.7% |
| 30D | -0.8% | -9.4% | +8.6% | +2.0% |
| 3M | +21.8% | +31.3% | -9.5% | +9.6% |
| 6M | +23.2% | +19.1% | +4.1% | +14.3% |
| YTD | +28.7% | -7.9% | +36.6% | +28.9% |
| 1Y | +67.8% | -17.9% | +85.7% | +74.0% |
| 3Y | +100.6% | -11.6% | +112.3% | +93.0% |
| 5Y | +19.8% | -81.0% | +100.9% | +77.9% |
| All | +19.8% | -81.3% | +101.1% | +77.9% |
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