+231.1%
EBAY vs USHY
+49.7%
+181.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.5% |
| 7D | +4.2% | -0.7% | +4.9% | +5.3% |
| 30D | +5.6% | -0.7% | +6.3% | +6.7% |
| 3M | -1.4% | +0.1% | -1.5% | -1.5% |
| 6M | +18.2% | +1.8% | +16.4% | +15.0% |
| YTD | +24.8% | +1.8% | +23.1% | +21.5% |
| 1Y | +18.0% | +3.3% | +14.7% | +12.3% |
| 3Y | +160.3% | +27.0% | +133.3% | +80.4% |
| 5Y | +62.1% | +21.0% | +41.1% | +21.1% |
| All | +231.1% | +49.7% | +181.4% | +80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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