+231.7%
EBAY vs DOW
-17.0%
+248.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.1% | +4.6% | +3.0% |
| 7D | +4.2% | -1.4% | +5.6% | +4.5% |
| 30D | +5.6% | -3.9% | +9.6% | +6.4% |
| 3M | -1.4% | -12.7% | +11.3% | +0.9% |
| 6M | +18.2% | -13.7% | +31.9% | +19.9% |
| YTD | +24.8% | +28.4% | -3.5% | +15.1% |
| 1Y | +18.0% | +21.8% | -3.7% | +9.6% |
| 3Y | +160.3% | -35.7% | +196.0% | +177.6% |
| 5Y | +62.1% | -36.8% | +99.0% | +72.4% |
| All | +231.7% | -17.0% | +248.7% | +209.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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