+276.1%
EBAY vs IEF
+3.8%
+272.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.6% |
| 7D | +4.2% | -1.3% | +5.5% | +4.3% |
| 30D | +5.6% | -1.7% | +7.4% | +5.8% |
| 3M | -1.4% | -2.5% | +1.1% | -1.2% |
| 6M | +18.2% | -3.3% | +21.5% | +18.6% |
| YTD | +24.8% | -2.8% | +27.7% | +25.2% |
| 1Y | +18.0% | -2.7% | +20.7% | +18.3% |
| 3Y | +160.3% | +8.9% | +151.4% | +160.4% |
| 5Y | +62.1% | -9.4% | +71.6% | +42.4% |
| All | +276.1% | +3.8% | +272.3% | +296.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 10y: compounded portfolio wealth divided by compounded IEF 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…
10y analysis · Full analysis span regression · 6 months rolling