+737.9%
BE vs O
+66.9%
+671.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +0.1% | +12.9% | +12.9% |
| 7D | +4.5% | +0.6% | +3.9% | +4.0% |
| 30D | -20.1% | +9.4% | -29.6% | -26.6% |
| 3M | -0.8% | -2.4% | +1.6% | +0.2% |
| 6M | -26.2% | -1.9% | -24.4% | -27.9% |
| YTD | +141.1% | +10.5% | +130.6% | +110.8% |
| 1Y | +64.8% | +10.0% | +54.9% | +44.8% |
| 3Y | +1,887.4% | +40.5% | +1,846.9% | +1,246.2% |
| 5Y | +518.1% | +10.2% | +507.9% | +437.3% |
| All | +737.9% | +66.9% | +671.0% | +467.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling