+707.7%
BE vs ON
+214.3%
+493.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.1% | -3.7% | -3.7% |
| 7D | +20.5% | +17.0% | +3.5% | +9.7% |
| 30D | -23.4% | -3.9% | -19.5% | -20.0% |
| 3M | -14.9% | -11.5% | -3.3% | -7.2% |
| 6M | -28.1% | -29.2% | +1.1% | -9.9% |
| YTD | +132.4% | +36.2% | +96.2% | +98.2% |
| 1Y | +59.4% | +49.6% | +9.7% | +28.1% |
| 3Y | +1,815.8% | +9.4% | +1,806.4% | +1,532.0% |
| 5Y | +491.3% | +25.8% | +465.5% | +311.5% |
| All | +707.7% | +214.3% | +493.4% | +114.7% |
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