+360.5%
BE vs OMC
+9.8%
+350.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.5% | +9.8% | +5.5% |
| 7D | +20.0% | -6.4% | +26.4% | +14.2% |
| 30D | +7.9% | +1.1% | +6.8% | +9.2% |
| 3M | -13.2% | +10.4% | -23.6% | -5.1% |
| 6M | +53.5% | -1.7% | +55.2% | +58.1% |
| YTD | +191.0% | +4.4% | +186.6% | +199.0% |
| 1Y | +360.5% | +8.4% | +352.1% | +403.5% |
| All | +360.5% | +9.8% | +350.8% | +403.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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