+100.5%
EBAY vs DOCS
-21.0%
+121.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.0% | +0.9% | -0.9% |
| 7D | +0.3% | -0.8% | +1.0% | +0.3% |
| 30D | +13.3% | +17.4% | -4.1% | +11.6% |
| 3M | +11.1% | +57.4% | -46.3% | +6.0% |
| 6M | +13.4% | +26.5% | -13.1% | +9.8% |
| YTD | +41.3% | -26.6% | +67.9% | +43.3% |
| 1Y | +52.8% | -48.1% | +100.8% | +59.7% |
| 3Y | +217.6% | +52.6% | +165.0% | +184.7% |
| 5Y | +76.2% | -52.1% | +128.3% | +65.8% |
| All | +100.5% | -21.0% | +121.5% | +82.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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