+58.1%
EBAY vs IVZ
+57.9%
+0.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.6% |
| 7D | -0.8% | -2.4% | +1.6% | 0.0% |
| 30D | -0.6% | +2.5% | -3.1% | -1.6% |
| 3M | -1.0% | +17.1% | -18.1% | -7.0% |
| 6M | +16.3% | +35.1% | -18.9% | +3.3% |
| YTD | +21.7% | +24.3% | -2.6% | +10.9% |
| 1Y | +16.5% | +48.7% | -32.2% | -0.6% |
| 3Y | +154.2% | +135.6% | +18.5% | +71.4% |
| 5Y | +58.1% | +60.3% | -2.3% | +17.3% |
| All | +58.1% | +57.9% | +0.2% | +17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling