+276.1%
EBAY vs IVZ
+65.9%
+210.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +2.3% |
| 7D | +4.2% | -2.4% | +6.6% | +4.9% |
| 30D | +5.6% | +3.0% | +2.6% | +4.6% |
| 3M | -1.4% | +14.9% | -16.3% | -5.8% |
| 6M | +18.2% | +36.7% | -18.5% | +7.1% |
| YTD | +24.8% | +25.7% | -0.8% | +15.5% |
| 1Y | +18.0% | +47.7% | -29.7% | +4.2% |
| 3Y | +160.3% | +138.8% | +21.4% | +93.7% |
| 5Y | +62.1% | +62.1% | +0.1% | +31.2% |
| All | +276.1% | +65.9% | +210.2% | +205.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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