+77.9%
EBAY vs WM
+61.9%
+16.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.8% | +0.7% |
| 7D | -0.9% | +3.2% | -4.1% | -1.9% |
| 30D | +3.5% | +13.0% | -9.6% | -1.0% |
| 3M | +16.0% | +9.2% | +6.7% | +12.3% |
| 6M | +7.6% | +13.6% | -6.0% | +2.4% |
| YTD | +40.1% | +12.4% | +27.7% | +33.4% |
| 1Y | +45.0% | +21.2% | +23.8% | +33.9% |
| 3Y | +228.1% | +48.7% | +179.4% | +171.2% |
| All | +77.9% | +61.9% | +16.1% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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