+126.0%
DUK vs EBAY
+285.8%
-159.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.5% | -0.3% |
| 7D | -0.7% | +4.2% | -4.9% | -1.2% |
| 30D | -2.4% | +5.6% | -8.1% | -3.2% |
| 3M | -3.0% | -1.4% | -1.6% | -3.0% |
| 6M | -6.6% | +18.2% | -24.8% | -9.0% |
| YTD | +4.6% | +24.8% | -20.3% | +0.8% |
| 1Y | +1.2% | +18.0% | -16.8% | -2.1% |
| 3Y | +45.7% | +160.3% | -114.6% | +23.2% |
| 5Y | +40.3% | +62.1% | -21.8% | +25.1% |
| All | +126.0% | +285.8% | -159.8% | +62.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling