+360.5%
BE vs O
+11.2%
+349.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.8% | +8.1% | +7.0% |
| 7D | +20.0% | -0.7% | +20.7% | +19.5% |
| 30D | +7.9% | -1.9% | +9.8% | +6.7% |
| 3M | -13.2% | +3.8% | -17.1% | -16.4% |
| 6M | +53.5% | -4.7% | +58.2% | +53.8% |
| YTD | +191.0% | +12.5% | +178.5% | +157.1% |
| 1Y | +360.5% | +10.8% | +349.7% | +314.0% |
| All | +360.5% | +11.2% | +349.3% | +314.0% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 1y: compounded portfolio wealth divided by compounded O 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…
1y analysis · Full analysis span regression · 6 months rolling