+82.8%
EBAY vs HWM
+603.8%
-521.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -2.9% | -1.1% |
| 7D | -2.0% | +5.0% | -6.9% | -2.9% |
| 30D | +7.0% | +1.5% | +5.5% | +6.4% |
| 3M | +16.1% | -20.3% | +36.4% | +20.6% |
| 6M | +14.1% | -18.0% | +32.1% | +17.5% |
| YTD | +42.1% | +9.5% | +32.6% | +36.4% |
| 1Y | +42.4% | +7.5% | +34.9% | +37.1% |
| 3Y | +223.5% | +355.7% | -132.1% | +81.5% |
| 5Y | +82.8% | +610.2% | -527.5% | -15.5% |
| All | +82.8% | +603.8% | -521.1% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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