+276.1%
EBAY vs SRE
+122.3%
+153.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.8% | +3.4% | +2.8% |
| 7D | +4.2% | -0.8% | +5.0% | +4.4% |
| 30D | +5.6% | -3.0% | +8.6% | +6.3% |
| 3M | -1.4% | -8.3% | +6.9% | +0.4% |
| 6M | +18.2% | -8.9% | +27.1% | +20.3% |
| YTD | +24.8% | -4.3% | +29.1% | +25.4% |
| 1Y | +18.0% | +2.7% | +15.3% | +16.5% |
| 3Y | +160.3% | +28.7% | +131.6% | +138.0% |
| 5Y | +62.1% | +47.1% | +15.0% | +45.1% |
| All | +276.1% | +122.3% | +153.7% | +212.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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