+78.6%
EBAY vs MAS
+47.3%
+31.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.5% | -5.3% | -2.5% |
| 7D | 0.0% | +3.3% | -3.2% | -1.2% |
| 30D | +7.8% | +25.5% | -17.6% | -0.9% |
| 3M | +8.4% | +11.8% | -3.4% | +3.7% |
| 6M | +13.0% | +21.3% | -8.3% | +3.8% |
| YTD | +40.2% | +37.7% | +2.4% | +19.8% |
| 1Y | +46.2% | +41.0% | +5.2% | +23.3% |
| 3Y | +218.4% | +63.0% | +155.4% | +140.5% |
| 5Y | +78.6% | +44.1% | +34.5% | +35.9% |
| All | +78.6% | +47.3% | +31.3% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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