+25.1%
USB vs EBAY
+82.6%
-57.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.9% |
| 7D | +1.4% | +4.1% | -2.7% | +0.3% |
| 30D | +6.4% | +10.1% | -3.7% | +3.5% |
| 3M | -4.5% | +15.0% | -19.5% | -8.4% |
| 6M | +11.4% | +15.4% | -4.0% | +6.1% |
| YTD | +17.1% | +43.1% | -26.0% | +3.6% |
| 1Y | +32.6% | +46.9% | -14.3% | +16.2% |
| 3Y | +101.8% | +225.8% | -123.9% | +20.3% |
| 5Y | +25.1% | +84.2% | -59.1% | -16.5% |
| All | +25.1% | +82.6% | -57.5% | -16.5% |
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