+45.9%
BE vs ON
+43.3%
+2.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.7% | -5.1% | -5.0% |
| 7D | -13.4% | -4.1% | -9.2% | -9.5% |
| 30D | -33.9% | -10.2% | -23.7% | -26.6% |
| 3M | -12.0% | -12.7% | +0.8% | -0.9% |
| 6M | -29.0% | -32.5% | +3.6% | -3.3% |
| YTD | +113.4% | +28.6% | +84.8% | +86.1% |
| All | +45.9% | +43.3% | +2.6% | +27.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling