+349.9%
WELL vs EBAY
+276.1%
+73.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.5% | -0.3% |
| 7D | -2.2% | -0.8% | -1.5% | -2.1% |
| 30D | +4.7% | -0.6% | +5.3% | +4.7% |
| 3M | +11.9% | -1.0% | +12.9% | +11.9% |
| 6M | +14.3% | +16.3% | -2.0% | +11.3% |
| YTD | +28.4% | +21.7% | +6.7% | +23.7% |
| 1Y | +42.3% | +16.5% | +25.8% | +37.3% |
| 3Y | +202.6% | +154.2% | +48.4% | +149.7% |
| 5Y | +206.5% | +58.1% | +148.5% | +165.7% |
| All | +349.9% | +276.1% | +73.9% | +221.5% |
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 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