+276.1%
EBAY vs BEN
+56.6%
+219.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +4.2% | -3.1% | +7.3% | +5.2% |
| 30D | +5.6% | +0.2% | +5.5% | +5.5% |
| 3M | -1.4% | +6.8% | -8.2% | -3.9% |
| 6M | +18.2% | +38.1% | -19.9% | +5.5% |
| YTD | +24.8% | +44.3% | -19.5% | +9.4% |
| 1Y | +18.0% | +42.6% | -24.5% | +3.8% |
| 3Y | +160.3% | +52.3% | +108.0% | +118.0% |
| 5Y | +62.1% | +37.6% | +24.5% | +38.1% |
| All | +276.1% | +56.6% | +219.4% | +199.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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