+222.8%
EBAY vs USHY
+49.7%
+173.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.2% |
| 7D | -0.8% | -0.7% | 0.0% | +0.4% |
| 30D | -0.6% | -0.5% | -0.1% | +0.2% |
| 3M | -1.0% | +0.5% | -1.5% | -1.8% |
| 6M | +16.3% | +1.5% | +14.8% | +13.6% |
| YTD | +21.7% | +1.7% | +19.9% | +18.5% |
| 1Y | +16.5% | +3.5% | +13.0% | +10.4% |
| 3Y | +154.2% | +27.2% | +127.0% | +75.8% |
| 5Y | +58.1% | +21.0% | +37.1% | +18.0% |
| All | +222.8% | +49.7% | +173.1% | +76.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling