+22.0%
USB vs EBAY
+75.7%
-53.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.2% |
| 7D | 0.0% | +0.3% | -0.3% | -0.1% |
| 30D | +5.8% | +13.3% | -7.5% | +2.1% |
| 3M | -6.0% | +11.1% | -17.0% | -9.0% |
| 6M | +7.8% | +13.4% | -5.7% | +3.1% |
| YTD | +14.6% | +41.3% | -26.7% | +1.7% |
| 1Y | +31.8% | +52.8% | -21.0% | +13.9% |
| 3Y | +91.5% | +217.6% | -126.1% | +15.3% |
| All | +22.0% | +75.7% | -53.7% | -18.4% |
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