+276.1%
EBAY vs RMD
+274.3%
+1.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.8% |
| 7D | +4.2% | -4.4% | +8.6% | +5.5% |
| 30D | +5.6% | -3.1% | +8.8% | +6.5% |
| 3M | -1.4% | +13.8% | -15.2% | -5.4% |
| 6M | +18.2% | -8.6% | +26.8% | +20.4% |
| YTD | +24.8% | -8.6% | +33.5% | +26.8% |
| 1Y | +18.0% | -19.7% | +37.7% | +24.2% |
| 3Y | +160.3% | +48.4% | +111.9% | +121.6% |
| 5Y | +62.1% | -22.7% | +84.9% | +65.4% |
| All | +276.1% | +274.3% | +1.7% | +160.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling