+14,175.7%
EBAY vs BEN
+639.5%
+13,536.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.4% | +1.3% |
| 7D | -0.4% | +4.7% | -5.1% | -2.6% |
| 30D | -6.3% | +2.6% | -8.9% | -7.6% |
| 3M | -3.3% | +11.5% | -14.8% | -8.8% |
| 6M | +13.5% | +35.3% | -21.9% | -3.2% |
| YTD | +21.2% | +48.6% | -27.5% | -1.7% |
| 1Y | +13.9% | +46.7% | -32.8% | -7.2% |
| 3Y | +153.1% | +57.0% | +96.1% | +90.5% |
| 5Y | +54.5% | +41.8% | +12.7% | +19.5% |
| 10Y | +262.7% | +55.2% | +207.5% | +133.8% |
| All | +14,175.7% | +639.5% | +13,536.2% | +2,725.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling