+97.8%
XBI vs PYPL
+41.5%
+56.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PYPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.1% | +0.1% |
| 7D | -0.9% | +1.7% | -2.6% | -1.7% |
| 30D | +2.9% | -9.7% | +12.6% | +6.6% |
| 3M | +26.2% | +29.2% | -3.0% | +12.1% |
| 6M | +30.7% | +13.9% | +16.8% | +21.7% |
| YTD | +32.9% | -8.1% | +41.0% | +32.9% |
| 1Y | +72.3% | -21.4% | +93.7% | +82.3% |
| 3Y | +107.2% | -11.8% | +119.0% | +98.5% |
| 5Y | +23.2% | -81.1% | +104.3% | +120.6% |
| 10Y | +158.5% | +36.9% | +121.6% | +66.7% |
| All | +97.8% | +41.5% | +56.3% | +21.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling