+58.1%
EBAY vs DOW
-36.0%
+94.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.3% |
| 7D | -0.8% | -2.4% | +1.6% | -0.3% |
| 30D | -0.6% | -4.1% | +3.5% | +0.1% |
| 3M | -1.0% | -12.4% | +11.4% | +1.4% |
| 6M | +16.3% | -10.6% | +26.9% | +16.9% |
| YTD | +21.7% | +31.1% | -9.4% | +9.7% |
| 1Y | +16.5% | +30.5% | -14.0% | +4.6% |
| 3Y | +154.2% | -34.4% | +188.6% | +187.6% |
| 5Y | +58.1% | -35.5% | +93.6% | +82.4% |
| All | +58.1% | -36.0% | +94.0% | +82.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling