+54.8%
EBAY vs GEN
+20.0%
+34.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -1.0% |
| 7D | -3.0% | -2.9% | -0.1% | -2.2% |
| 30D | -3.6% | +2.1% | -5.7% | -4.3% |
| 3M | -4.4% | +19.7% | -24.2% | -9.8% |
| 6M | +12.1% | +33.3% | -21.2% | +1.6% |
| YTD | +19.9% | +11.1% | +8.8% | +14.9% |
| 1Y | +13.4% | +3.0% | +10.4% | +11.2% |
| 3Y | +150.5% | +57.9% | +92.6% | +104.8% |
| 5Y | +54.8% | +20.6% | +34.2% | +39.3% |
| All | +54.8% | +20.0% | +34.8% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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