+54.5%
EBAY vs URI
+206.8%
-152.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.0% |
| 7D | -0.4% | +2.5% | -2.9% | -1.0% |
| 30D | -6.3% | -12.5% | +6.2% | -3.5% |
| 3M | -3.3% | -6.2% | +2.9% | -2.5% |
| 6M | +13.5% | +25.9% | -12.4% | +4.8% |
| YTD | +21.2% | +26.2% | -5.0% | +11.0% |
| 1Y | +13.9% | +5.5% | +8.4% | +9.6% |
| 3Y | +153.1% | +125.0% | +28.1% | +77.2% |
| 5Y | +54.5% | +210.4% | -155.9% | -11.4% |
| All | +54.5% | +206.8% | -152.4% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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