+1,784.6%
BE vs ON
-28.0%
+1,812.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -4.4% | +14.1% | +11.9% |
| 7D | +29.8% | -2.2% | +31.9% | +31.0% |
| 30D | +26.4% | -12.4% | +38.8% | +35.3% |
| 3M | +9.3% | -41.2% | +50.5% | +43.3% |
| 6M | +105.1% | +25.0% | +80.1% | +98.4% |
| YTD | +219.0% | +31.3% | +187.8% | +203.1% |
| 1Y | +418.8% | +45.4% | +373.3% | +373.8% |
| 3Y | +1,784.6% | -27.4% | +1,812.0% | +2,022.4% |
| All | +1,784.6% | -28.0% | +1,812.6% | +2,022.4% |
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