+147.3%
IBM vs EBAY
+378.9%
-231.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.9% |
| 7D | +1.6% | -0.9% | +2.4% | +1.8% |
| 30D | +9.2% | +3.5% | +5.7% | +8.3% |
| 3M | +4.9% | +16.0% | -11.0% | +1.3% |
| 6M | +16.8% | +7.6% | +9.1% | +14.5% |
| YTD | -14.3% | +40.1% | -54.4% | -21.1% |
| 1Y | -16.7% | +45.0% | -61.8% | -23.9% |
| 3Y | +82.2% | +228.1% | -145.9% | +33.9% |
| 5Y | +149.9% | +78.6% | +71.3% | +108.8% |
| All | +147.3% | +378.9% | -231.7% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EBAY.
Daily Out/Under-Performance
Portfolio return minus EBAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EBAY 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 EBAY 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