+61.9%
EBAY vs IYR
+6.0%
+55.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.1% |
| 7D | +4.2% | -1.4% | +5.6% | +5.2% |
| 30D | +5.6% | -2.7% | +8.3% | +7.6% |
| 3M | -1.4% | -2.1% | +0.7% | -0.1% |
| 6M | +18.2% | +3.6% | +14.6% | +14.8% |
| YTD | +24.8% | +8.1% | +16.7% | +17.3% |
| 1Y | +18.0% | +4.7% | +13.3% | +13.4% |
| 3Y | +160.3% | +29.1% | +131.1% | +109.6% |
| All | +61.9% | +6.0% | +55.9% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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