+134.5%
IBM vs EBAY
+276.1%
-141.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -3.9% | -2.8% |
| 7D | -0.3% | -0.8% | +0.5% | -0.1% |
| 30D | -1.8% | -0.6% | -1.2% | -1.8% |
| 3M | -13.5% | -1.0% | -12.5% | -13.3% |
| 6M | -5.1% | +16.3% | -21.4% | -8.8% |
| YTD | -19.4% | +21.7% | -41.1% | -23.3% |
| 1Y | -6.5% | +16.5% | -23.0% | -10.7% |
| 3Y | +73.8% | +154.2% | -80.3% | +35.8% |
| 5Y | +116.3% | +58.1% | +58.3% | +85.1% |
| All | +134.5% | +276.1% | -141.5% | +44.6% |
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