+55.8%
EBAY vs IAU
+142.1%
-86.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.2% |
| 7D | -3.0% | +0.2% | -3.2% | -3.0% |
| 30D | -3.6% | +0.2% | -3.8% | -3.8% |
| 3M | -4.4% | +3.3% | -7.7% | -5.2% |
| 6M | +12.1% | -14.6% | +26.6% | +15.2% |
| YTD | +19.9% | +1.9% | +18.1% | +18.6% |
| 1Y | +13.4% | +20.9% | -7.5% | +7.3% |
| 3Y | +150.5% | +127.5% | +23.0% | +99.5% |
| All | +55.8% | +142.1% | -86.4% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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