+142.7%
WFC vs EBAY
+276.1%
-133.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.6% |
| 7D | +0.3% | -0.8% | +1.1% | +0.5% |
| 30D | +2.3% | -0.6% | +2.9% | +2.3% |
| 3M | +9.8% | -1.0% | +10.7% | +9.5% |
| 6M | +15.6% | +16.3% | -0.7% | +9.7% |
| YTD | -2.4% | +21.7% | -24.1% | -8.9% |
| 1Y | +13.8% | +16.5% | -2.7% | +6.8% |
| 3Y | +134.6% | +154.2% | -19.5% | +66.8% |
| 5Y | +127.9% | +58.1% | +69.9% | +81.5% |
| All | +142.7% | +276.1% | -133.4% | +41.0% |
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