+261.8%
EBAY vs DOC
-2.1%
+263.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -1.9% |
| 7D | -2.1% | -1.5% | -0.6% | -1.7% |
| 30D | -6.7% | -4.8% | -1.9% | -5.5% |
| 3M | -5.0% | +6.9% | -11.9% | -6.6% |
| 6M | +14.6% | +20.7% | -6.1% | +8.7% |
| YTD | +19.8% | +34.1% | -14.3% | +10.3% |
| 1Y | +12.6% | +22.6% | -10.1% | +5.9% |
| 3Y | +141.0% | +20.8% | +120.1% | +125.4% |
| 5Y | +47.5% | -24.9% | +72.4% | +51.5% |
| All | +261.8% | -2.1% | +263.9% | +257.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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