+58.1%
EBAY vs RMD
-22.7%
+80.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.6% | +1.5% |
| 7D | -0.8% | -4.2% | +3.4% | +0.3% |
| 30D | -0.6% | -2.1% | +1.4% | -0.2% |
| 3M | -1.0% | +13.8% | -14.8% | -4.9% |
| 6M | +16.3% | -10.6% | +26.9% | +19.0% |
| YTD | +21.7% | -8.1% | +29.8% | +23.4% |
| 1Y | +16.5% | -18.0% | +34.5% | +21.7% |
| 3Y | +154.2% | +52.9% | +101.3% | +112.1% |
| 5Y | +58.1% | -22.3% | +80.3% | +56.1% |
| All | +58.1% | -22.7% | +80.8% | +56.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling