+266.6%
EBAY vs FIS
-39.9%
+306.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.3% | +1.1% |
| 7D | -0.8% | -8.9% | +8.1% | +2.0% |
| 30D | -0.6% | -9.9% | +9.3% | +2.5% |
| 3M | -1.0% | 0.0% | -1.0% | -1.4% |
| 6M | +16.3% | -22.9% | +39.2% | +24.9% |
| YTD | +21.7% | -40.9% | +62.6% | +41.9% |
| 1Y | +16.5% | -40.4% | +56.9% | +35.1% |
| 3Y | +154.2% | -25.4% | +179.5% | +168.9% |
| 5Y | +58.1% | -64.8% | +122.9% | +108.7% |
| All | +266.6% | -39.9% | +306.4% | +270.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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