+166.4%
IWM vs EBAY
+285.8%
-119.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.2% | -0.4% |
| 7D | -2.4% | +4.2% | -6.6% | -3.7% |
| 30D | -4.6% | +5.6% | -10.2% | -6.4% |
| 3M | -0.3% | -1.4% | +1.1% | -0.4% |
| 6M | +14.7% | +18.2% | -3.5% | +7.5% |
| YTD | +17.8% | +24.8% | -7.0% | +7.9% |
| 1Y | +21.2% | +18.0% | +3.2% | +12.1% |
| 3Y | +62.3% | +160.3% | -97.9% | +9.4% |
| 5Y | +38.7% | +62.1% | -23.4% | +6.8% |
| All | +166.4% | +285.8% | -119.5% | +45.3% |
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