+218.4%
EBAY vs FIVE
+42.1%
+176.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.6% | -6.4% | -1.4% |
| 7D | 0.0% | +6.2% | -6.2% | -0.7% |
| 30D | +7.8% | +18.2% | -10.4% | +5.9% |
| 3M | +8.4% | +3.8% | +4.5% | +7.7% |
| 6M | +13.0% | +13.7% | -0.7% | +11.0% |
| YTD | +40.2% | +34.7% | +5.4% | +35.3% |
| 1Y | +46.2% | +66.6% | -20.4% | +38.3% |
| 3Y | +218.4% | +44.3% | +174.1% | +191.9% |
| All | +218.4% | +42.1% | +176.3% | +191.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 3y: compounded portfolio wealth divided by compounded FIVE 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…
3y analysis · Full analysis span regression · 6 months rolling