+160.3%
EBAY vs IEF
+9.0%
+151.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.7% |
| 7D | +4.2% | -1.3% | +5.5% | +5.1% |
| 30D | +5.6% | -1.7% | +7.4% | +6.8% |
| 3M | -1.4% | -2.5% | +1.1% | +0.3% |
| 6M | +18.2% | -3.3% | +21.5% | +20.7% |
| YTD | +24.8% | -2.8% | +27.7% | +27.2% |
| 1Y | +18.0% | -2.7% | +20.7% | +20.2% |
| 3Y | +160.3% | +8.9% | +151.4% | +147.2% |
| All | +160.3% | +9.0% | +151.3% | +147.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling