+278.6%
BR vs COO
+38.3%
+240.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | +5.0% | +4.5% | +0.5% | +3.4% |
| 30D | +16.6% | +16.9% | -0.3% | +10.7% |
| 3M | +12.0% | -16.7% | +28.7% | +18.3% |
| 6M | +30.7% | +5.9% | +24.8% | +27.0% |
| YTD | -11.9% | -22.4% | +10.5% | -5.2% |
| 1Y | -11.6% | -10.1% | -1.4% | -9.8% |
| 3Y | +15.0% | -22.8% | +37.8% | +19.3% |
| 5Y | +18.1% | -41.4% | +59.5% | +33.7% |
| 10Y | +278.6% | +41.3% | +237.4% | +215.0% |
| All | +278.6% | +38.3% | +240.3% | +215.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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