+104.2%
USB vs EBAY
+215.6%
-111.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.8% | +3.3% | +2.6% |
| 7D | +0.8% | 0.0% | +0.7% | +0.7% |
| 30D | +6.8% | +7.8% | -1.0% | +5.6% |
| 3M | -3.8% | +8.4% | -12.1% | -5.0% |
| 6M | +11.7% | +13.0% | -1.2% | +9.3% |
| YTD | +17.5% | +40.2% | -22.7% | +10.4% |
| 1Y | +33.8% | +46.2% | -12.4% | +24.7% |
| 3Y | +104.2% | +218.4% | -114.2% | +40.3% |
| All | +104.2% | +215.6% | -111.3% | +40.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling