+14,175.7%
EBAY vs IVZ
+486.6%
+13,689.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +1.9% |
| 7D | -0.4% | +1.1% | -1.5% | -0.8% |
| 30D | -6.3% | +3.1% | -9.4% | -7.5% |
| 3M | -3.3% | +18.2% | -21.4% | -9.5% |
| 6M | +13.5% | +38.6% | -25.1% | -0.2% |
| YTD | +21.2% | +25.9% | -4.7% | +9.8% |
| 1Y | +13.9% | +51.7% | -37.8% | -3.5% |
| 3Y | +153.1% | +138.7% | +14.4% | +75.5% |
| 5Y | +54.5% | +62.8% | -8.3% | +20.0% |
| 10Y | +262.7% | +60.9% | +201.8% | +149.9% |
| All | +14,175.7% | +486.6% | +13,689.1% | +4,353.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling