+126.3%
WFC vs EBAY
+220.7%
-94.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.3% |
| 7D | +2.5% | -0.9% | +3.4% | +2.6% |
| 30D | +7.0% | +3.5% | +3.5% | +6.6% |
| 3M | -1.8% | +16.0% | -17.7% | -3.4% |
| 6M | +18.4% | +7.6% | +10.8% | +17.2% |
| YTD | -5.6% | +40.1% | -45.7% | -9.8% |
| 1Y | +3.9% | +45.0% | -41.2% | -1.2% |
| 3Y | +126.3% | +228.1% | -101.8% | +77.8% |
| All | +126.3% | +220.7% | -94.3% | +77.8% |
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