+1,709.5%
BE vs ON
+7.1%
+1,702.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.6% | -1.3% | -2.8% |
| 7D | +10.8% | +12.2% | -1.4% | +4.1% |
| 30D | -19.8% | -3.1% | -16.6% | -17.0% |
| 3M | -18.7% | -12.9% | -5.9% | -11.2% |
| 6M | -33.7% | -38.6% | +4.8% | -12.3% |
| YTD | +121.0% | +31.2% | +89.7% | +110.9% |
| 1Y | +85.4% | +47.6% | +37.8% | +68.2% |
| 3Y | +1,709.5% | +6.6% | +1,702.9% | +1,577.4% |
| All | +1,709.5% | +7.1% | +1,702.5% | +1,577.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling