+77.9%
EBAY vs DOCS
-52.4%
+130.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.6% |
| 7D | -0.9% | +2.6% | -3.4% | -1.1% |
| 30D | +3.5% | +11.4% | -8.0% | +2.2% |
| 3M | +16.0% | +25.4% | -9.4% | +13.0% |
| 6M | +7.6% | +42.5% | -34.9% | +2.4% |
| YTD | +40.1% | -24.7% | +64.8% | +42.2% |
| 1Y | +45.0% | -32.9% | +78.0% | +49.0% |
| 3Y | +228.1% | +39.6% | +188.5% | +188.8% |
| All | +77.9% | -52.4% | +130.3% | +61.3% |
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