+77.9%
EBAY vs IAU
+105.6%
-27.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -0.9% | -4.6% | +3.7% | 0.0% |
| 30D | +3.5% | -5.4% | +8.9% | +4.5% |
| 3M | +16.0% | -10.9% | +26.9% | +18.1% |
| 6M | +7.6% | -17.4% | +25.0% | +11.1% |
| YTD | +40.1% | -10.2% | +50.3% | +41.5% |
| 1Y | +45.0% | -7.1% | +52.1% | +45.0% |
| 3Y | +228.1% | +97.7% | +130.4% | +162.4% |
| All | +77.9% | +105.6% | -27.7% | +31.2% |
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