+61.9%
EBAY vs BLK
+32.0%
+29.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +1.8% |
| 7D | +4.2% | -3.3% | +7.5% | +5.9% |
| 30D | +5.6% | -6.5% | +12.2% | +9.0% |
| 3M | -1.4% | +6.7% | -8.1% | -5.3% |
| 6M | +18.2% | +14.7% | +3.5% | +8.9% |
| YTD | +24.8% | +2.5% | +22.3% | +21.3% |
| 1Y | +18.0% | -2.8% | +20.8% | +17.7% |
| 3Y | +160.3% | +65.9% | +94.4% | +82.4% |
| All | +61.9% | +32.0% | +29.9% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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