+63.8%
DIA vs EBAY
+55.0%
+8.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.9% |
| 7D | -3.0% | -0.8% | -2.2% | -2.9% |
| 30D | -3.0% | -0.6% | -2.4% | -3.0% |
| 3M | +4.5% | -1.0% | +5.5% | +4.4% |
| 6M | +9.8% | +16.3% | -6.5% | +5.6% |
| YTD | +9.3% | +21.7% | -12.4% | +3.7% |
| 1Y | +16.0% | +16.5% | -0.6% | +10.4% |
| 3Y | +57.7% | +154.2% | -96.4% | +19.1% |
| 5Y | +63.8% | +58.1% | +5.7% | +29.0% |
| All | +63.8% | +55.0% | +8.7% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EBAY.
Daily Out/Under-Performance
Portfolio return minus EBAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EBAY 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 EBAY 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