+1,616.9%
BE vs O
+37.3%
+1,579.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.8% | +4.2% | +3.5% |
| 7D | -14.7% | +3.7% | -18.4% | -15.2% |
| 30D | -40.5% | +11.2% | -51.7% | -41.7% |
| 3M | -24.3% | -4.0% | -20.4% | -23.4% |
| 6M | -39.3% | -5.2% | -34.1% | -38.8% |
| YTD | +99.4% | +9.5% | +89.9% | +84.9% |
| 1Y | +26.6% | +10.6% | +16.0% | +16.8% |
| 3Y | +1,616.9% | +38.1% | +1,578.8% | +1,091.9% |
| All | +1,616.9% | +37.3% | +1,579.7% | +1,091.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling