+144.6%
IEFA vs EBAY
+285.8%
-141.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | +0.4% |
| 7D | -1.6% | +4.2% | -5.8% | -2.5% |
| 30D | -1.5% | +5.6% | -7.1% | -2.8% |
| 3M | +3.4% | -1.4% | +4.8% | +3.4% |
| 6M | +9.5% | +18.2% | -8.7% | +4.6% |
| YTD | +13.0% | +24.8% | -11.8% | +6.3% |
| 1Y | +18.0% | +18.0% | 0.0% | +11.7% |
| 3Y | +65.4% | +160.3% | -94.9% | +24.9% |
| 5Y | +51.6% | +62.1% | -10.6% | +25.5% |
| All | +144.6% | +285.8% | -141.2% | +57.1% |
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