+737.9%
BE vs ON
+213.8%
+524.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +5.8% | +7.2% | +9.3% |
| 7D | +4.5% | +3.3% | +1.2% | +3.5% |
| 30D | -20.1% | -3.1% | -17.0% | -17.1% |
| 3M | -0.8% | -9.2% | +8.4% | +6.6% |
| 6M | -26.2% | -31.4% | +5.1% | -5.8% |
| YTD | +141.1% | +36.0% | +105.1% | +105.8% |
| 1Y | +64.8% | +52.0% | +12.8% | +31.3% |
| 3Y | +1,887.4% | +9.3% | +1,878.1% | +1,594.6% |
| 5Y | +518.1% | +26.5% | +491.6% | +328.6% |
| All | +737.9% | +213.8% | +524.1% | +123.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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