+84.2%
EBAY vs DOCS
-49.9%
+134.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +2.3% |
| 7D | +4.1% | -0.6% | +4.7% | +4.2% |
| 30D | +10.1% | +6.3% | +3.8% | +9.3% |
| 3M | +15.0% | +26.5% | -11.5% | +11.9% |
| 6M | +15.4% | +24.8% | -9.4% | +11.3% |
| YTD | +43.1% | -26.8% | +69.9% | +45.7% |
| 1Y | +46.9% | -38.3% | +85.2% | +52.2% |
| 3Y | +225.8% | +36.0% | +189.7% | +187.9% |
| 5Y | +84.2% | -55.0% | +139.2% | +67.6% |
| All | +84.2% | -49.9% | +134.0% | +67.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling