+977.1%
BE vs ON
+202.6%
+774.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.7% | -2.8% |
| 7D | +23.9% | -1.9% | +25.8% | +25.1% |
| 30D | +27.8% | -11.0% | +38.9% | +37.2% |
| 3M | +3.7% | -39.3% | +43.1% | +42.1% |
| 6M | +78.0% | +19.8% | +58.1% | +62.1% |
| YTD | +209.9% | +31.1% | +178.8% | +167.1% |
| 1Y | +389.6% | +46.0% | +343.6% | +294.0% |
| 3Y | +1,730.6% | -27.5% | +1,758.1% | +1,849.6% |
| 5Y | +1,227.8% | +56.9% | +1,170.9% | +670.5% |
| All | +977.1% | +202.6% | +774.6% | +189.3% |
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