+668.0%
BE vs O
+64.8%
+603.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.2% | -4.3% |
| 7D | +10.8% | -0.4% | +11.2% | +11.3% |
| 30D | -19.8% | +7.1% | -26.9% | -24.9% |
| 3M | -18.7% | -5.2% | -13.5% | -15.9% |
| 6M | -33.7% | -1.8% | -32.0% | -35.3% |
| YTD | +121.0% | +9.1% | +111.9% | +95.3% |
| 1Y | +85.4% | +9.7% | +75.7% | +63.0% |
| 3Y | +1,709.5% | +39.1% | +1,670.4% | +1,135.2% |
| 5Y | +462.2% | +8.4% | +453.8% | +395.9% |
| All | +668.0% | +64.8% | +603.2% | +425.8% |
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