+1,817.6%
SMH vs EBAY
+285.8%
+1,531.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | +0.5% |
| 7D | +0.3% | +4.2% | -3.9% | -1.3% |
| 30D | -2.8% | +5.6% | -8.4% | -5.2% |
| 3M | -6.7% | -1.4% | -5.3% | -7.2% |
| 6M | +41.8% | +18.2% | +23.6% | +30.2% |
| YTD | +57.9% | +24.8% | +33.0% | +40.9% |
| 1Y | +87.6% | +18.0% | +69.6% | +69.3% |
| 3Y | +282.9% | +160.3% | +122.7% | +127.5% |
| 5Y | +330.4% | +62.1% | +268.3% | +210.4% |
| All | +1,817.6% | +285.8% | +1,531.8% | +764.7% |
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