+38.2%
IWM vs EBAY
+53.1%
-14.9%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.3% | -1.1% |
| 7D | -1.1% | -3.0% | +1.8% | -0.3% |
| 30D | -3.1% | -3.6% | +0.5% | -2.2% |
| 3M | +2.2% | -4.4% | +6.7% | +3.1% |
| 6M | +15.1% | +12.1% | +3.0% | +9.6% |
| YTD | +18.6% | +19.9% | -1.4% | +9.9% |
| 1Y | +24.0% | +13.4% | +10.6% | +16.0% |
| 3Y | +63.7% | +150.5% | -86.8% | +6.7% |
| 5Y | +38.2% | +54.8% | -16.6% | -2.2% |
| All | +38.2% | +53.1% | -14.9% | -2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling