+61.9%
EBAY vs HRB
+114.1%
-52.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.1% | +2.5% |
| 7D | +4.2% | -8.0% | +12.2% | +5.8% |
| 30D | +5.6% | -16.0% | +21.6% | +9.0% |
| 3M | -1.4% | +26.9% | -28.3% | -6.8% |
| 6M | +18.2% | +51.1% | -32.9% | +6.9% |
| YTD | +24.8% | +7.1% | +17.8% | +21.4% |
| 1Y | +18.0% | -9.6% | +27.6% | +18.7% |
| 3Y | +160.3% | +25.4% | +134.9% | +139.3% |
| All | +61.9% | +114.1% | -52.1% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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