+145.6%
XLK vs PYPL
-81.3%
+226.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PYPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.2% | -3.6% | -2.0% |
| 7D | -0.4% | -5.9% | +5.5% | +1.2% |
| 30D | -0.5% | -9.4% | +9.0% | +1.9% |
| 3M | +5.0% | +31.3% | -26.3% | -4.6% |
| 6M | +32.9% | +19.1% | +13.8% | +24.0% |
| YTD | +29.0% | -7.9% | +36.8% | +29.0% |
| 1Y | +37.8% | -17.9% | +55.7% | +42.4% |
| 3Y | +118.7% | -11.6% | +130.3% | +113.2% |
| 5Y | +145.6% | -81.0% | +226.6% | +243.6% |
| All | +145.6% | -81.3% | +226.9% | +243.6% |
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