+77.9%
EBAY vs IWD
+72.9%
+5.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.4% |
| 7D | -0.9% | +2.3% | -3.1% | -3.2% |
| 30D | +3.5% | +3.6% | -0.1% | -0.3% |
| 3M | +16.0% | +2.2% | +13.8% | +13.4% |
| 6M | +7.6% | +13.0% | -5.3% | -5.8% |
| YTD | +40.1% | +26.5% | +13.6% | +8.3% |
| 1Y | +45.0% | +30.1% | +14.9% | +8.6% |
| 3Y | +228.1% | +84.9% | +143.3% | +58.4% |
| All | +77.9% | +72.9% | +5.0% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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