+58.1%
EBAY vs PHM
+149.8%
-91.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.6% | +2.1% |
| 7D | -0.8% | -6.4% | +5.6% | +1.3% |
| 30D | -0.6% | -12.1% | +11.5% | +3.5% |
| 3M | -1.0% | -1.5% | +0.6% | -1.0% |
| 6M | +16.3% | -6.0% | +22.3% | +17.5% |
| YTD | +21.7% | -0.3% | +22.0% | +20.0% |
| 1Y | +16.5% | -13.3% | +29.9% | +20.1% |
| 3Y | +154.2% | +47.6% | +106.6% | +104.9% |
| 5Y | +58.1% | +154.7% | -96.7% | -7.4% |
| All | +58.1% | +149.8% | -91.8% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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