+218.4%
EBAY vs DOCS
+55.4%
+163.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -0.9% |
| 7D | 0.0% | 0.0% | 0.0% | 0.0% |
| 30D | +7.8% | +7.8% | +0.1% | +7.3% |
| 3M | +8.4% | +20.0% | -11.6% | +7.1% |
| 6M | +13.0% | +26.5% | -13.5% | +10.8% |
| YTD | +40.2% | -25.8% | +65.9% | +40.3% |
| 1Y | +46.2% | -39.5% | +85.7% | +47.5% |
| 3Y | +218.4% | +60.3% | +158.1% | +207.8% |
| All | +218.4% | +55.4% | +163.0% | +207.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling